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Contributor: Interactive Brokers

Level: Beginner

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them.

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Lesson: #1 US Taxes for US Non-Residents

The US has a unique taxation structure that taxes its citizens, Green Card holders and residents regardless of what country they live in.

Lesson: #2 Form W-8BEN

The W-8BEN form for individuals is the "driver" or determining document for all non-US persons. It gives the US holder the necessary information to determine your tax status for US taxes.

Lesson: #3 Tax Treaties

The US has tax treaties with approximately 70 countries. This lesson will discuss tax withholding rates and tax credits in your home country.

Lesson: #4 What Kind of Income is Subject to Withholding?

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them.

Lesson: #5 US Tax Reporting

This lesson will discuss US tax reporting and forms 1042S and 8805.

Lesson: #6 Do I Really Need to File a US Tax Return?

‘Do I need to file a US tax return?’ The answer can be fairly straightforward, but once you get away from having only investment income - Interest, Dividends, Payments in Lieu and securities transactions - the answer gets much more complex.

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