I will be getting stocks from Amazon soon and need to fill one of W8 BEN or W9 forms to prevent extra tax withholding on stocks. I have been on F1 since August 2016. Anyone who was on F1 OPT VISA at the time he/she received vested RSUs please help. Which form do I need to fill?
So much confusion around this area. Form W-8BEN is the correct form. I'm on F1 OPT and did this last year. My friend did W9 and realized at tax filing time it was incorrect (wasnt a big deal though)
Even if you ask the brokerage firm they will give you both answers! But if you read the instructions carefully you'll know its W8-BEN
W8 Ben Just filled it Do send a copy of passport and letter of explanation as well to Morgan Stanley
Yup, did the same a couple of weeks ago. The docs are available online. Try searching W8BEN forms Morgan Stanley. I guess there are 3 forms that you need to send
Where is it written that we need to send passport and letter of explanation to Morgan Stanley?
Where is it written that we need to send passport and letter of explanation to Morgan Stanley?
Not on the portal developed by Amazon But you have to I got a call from
If you have been f1 for more than 5 years then w9
Was NRA certificate form required with w8Ben?
I'm having this issue now - ETrade /Morgan Stanley refuses to accept a W8BEN though that is the correct form to fill out as a nonresident alien (F1 OPT worker) who does not meet the substantial presence test. They claim that they can only accept this form if I can prove that I live outside the country with a recent bill. The problem is that I live and work in the US (and have done so for the majority of the past 4 years). Questions: - Do you, per definition, have to have a (current) foreign address to fill out a W8BEN? - What happens if I DO provide a recent bill from my home country, will this be treated as an ask to not pay tax in the US? I am a US taxpayer - What happens if I wrongly fill out a W9 (and e.g. claim a resident status even though I do not have one)?
I'm in the same situation, did you end up filling the W9?
Yeah I'm in the same spot, what did you do?
Same situation, what did you end up doing?
W9
Can you share your background in terms of Visa etc. People have given me both answers equally assuringly.
F1 OPT