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FAQ - Form W-8

What is the purpose of Form W-8?
How is Form W-8 used at the end of the year? How does the company reconcile and report its net income (earnings) and total assets on the income statement? What is the difference between the net income and net assets on the income statement? How can they reconcile and report the amount of the return-free payment for the year? How do they account for the tax-deductible or deferred payment for tax years ending in November? What happens if the payment from Form W-8 is incorrect? What happens to the amount incorrectly claimed on Form W-8 or the amount improperly reconciled on the taxes filed for the year? What do they record on Form 1099, and what do they file on forms W-4 and W-3? What do they do if a company has three or more owners, but only two reports on Form W-8 for that year? What do you do if a company owns 50 percent of a subsidiary? It doesn't report a quarterly or yearly financial statement but does have Form W-8 with monthly report. It should report the quarterly or yearly financial statement in the same manner as Form W-8 except for reporting the quarterly or yearly net income that is included on Form W-8. What does the statement do? The statement is a quarterly summary of net income, expenses, and other financial or non-financial items presented for each tax period ending on or before the date each statement would have arrived had it been printed on or before that date. It includes information on the Company's earnings and the number and amount of distributions of income and assets reported. What is the quarterly financial statement, for the year ending November 4, 2017? The quarterly financial statement for the year ending November 4, 2017, is shown in the tables below. The quarterly financial statement begins with the first fiscal quarter. Monthly Statements — Report of Company Income The first quarter is the quarter beginning 2/1/2017, but the financial statements will be published beginning in the 2nd. Monthly Statement — Report of Company Assets These statements are prepared each month, by the Reporting Persons, and are not filed with the company's Annual Report. Monthly Statement — Report of Company Expenses These statements are prepared the month in which the financial statement is received.
Who should complete Form W-8?
Businesses that are paying employees to report their earnings. Businesses that are the subject of a U.S. Securities Exchange Commission (“SEC”) notice and are not required to file a Form W-9 because of exemption. Note that a Form W-9 filing is recommended before filing a Form W-8 for any tax year that begins at least 180 days after an SEC notice. If an employer receives a refund in the amount of your Social Security benefits, report your benefits on your W-8 (Form W-4). If you have paid no Social Security benefits, and you are not required to file a Form W-8, report your wages and social security benefits on your W-8. What type of reporting is required? What about foreign employees? Foreign employees subject to U.S. tax on their worldwide income must file a Form 1040NR and pay taxes on that income. When filing a Form W-8: Report your total wages paid and included as Earned Income on line 23 for each tax year. Report your total foreign wages (including withholding and taxes) paid and included on line 24 only for the current year. Report foreign income earned outside the United States on line 25. On page 2 of Form W-8, enter “Nonresident alien” for employees whose principal place of tax residence on the date of the tax return is other than the United States. Can U.S. nationals in the United States get special treatment? Yes. Individuals who perform services in the United States for a foreign employer can avoid withholding taxes in the United States by filing a Form W-8BEN. The Form W-8BEN contains a certification filed by the foreign employer that the payee meets the requirements to be an employee of the foreign employer. What about foreign individuals? Individuals who perform services in the United States for a foreign employer and have a permanent resident or green card holder status can avoid withholding taxes in the United States by filing a Form 1040NR. The Form 1040NR contains a certification filed by the foreign employer that the payee meets the requirements to be an employee of the foreign employer. The IRS is not aware of any income that can be avoided by using Form 1040NR-EB for employees not in the United States.
When do I need to complete Form W-8?
If you are a United States citizen or alien required to file a Form W-8: Form W-8 should be completed by the employer by any time that the Form W-8 is due. For example, the Form W-8 should not be completed until the employer receives payment for the noncitizen's wages; unless the Form W-8 has been sent by the employer to an employer or its authorized agent on the time and in the manner prescribed by the IRS; or until the Form W-8 is accepted, rejected or returned to the employer for processing, whichever happens first. If the Form W-8 includes any documentation, it should be given to the employer or its authorized agent no later than the date it is delivered. For example, the employer should accept Form W-8 after the employer or its authorized agent delivers it. The Form W-8 should be submitted as soon as possible after an employer is furnished with a copy of the Form 1095-C. At this time, the Form 1095-C is generally viewed in the same manner as a Form W-8. The employer should accept, for further processing, the Form W-8 only because its processing is complete. In addition, if the Form W-8 is received later than the time of filing, it would not be considered to be in compliance because the employer failed to file Form W-8 even if the Form 1095-C filed with it was properly received. If the employer does not file the Form W-8 by the deadline, no wages may be paid or withheld from the pay of nonsupported FICA tax. The failure to have any Forms W-8 received can result in a noncompliance with the tax code. How many Forms I need? The IRS has published information that states that the IRS has determined “that employers are required to file, and will be required to file, the Forms 1094-C and 1095-C, Employer's U.S. Tax Return for Individuals.” A list of Forms available for review, and instructions for preparing a Form W-8 can be found here. What are the penalty and interest rules in case of IRS not processing Form 1095-C? See our section on Form 1095-C Penalty and Interest Rules. I do, in fact, have Form W-8. Can I still receive non-cash payments in lieu of taxes? No.
Can I create my own Form W-8?
No. For information on how to create your own Form W-8, see the instructions on the following page. If you are applying for a Form S-3, go to Forms S-3, S-8, and Form SS-60. If you are applying for a Form 1099-MISC, go to Forms 1099-INT, 1099-SISC, and Form 1099-RISC.
What should I do with Form W-8 when it’s complete?
F-9: Submit your completed F-9 to W-1. Do not sign the completed F-9; submit an amended and signed F-9; and provide to W-1 proof that the completed F-9 was properly completed. F-3: Complete Form W-8, including the optional statements, and file it with the IRS. See “How to Mail Your W-8” in Publication 1471, Social Security for Individuals. F-4: Attach your completed F-9 (including Form W-1) to your Form 1040, U.S. Income Tax Return for an Estimated Tax Return. See “How to Mail Your Form 1040” in Chapter 3 of Publication 15.3, Your Federal Income Tax for Individuals and Publication 15.6, Your State and Local Income Tax for Individuals. How do I know if my W-8 is correct? F-11: Use a form or letter from an employer as a letter head. If you can find a letter head for your employer's W-8 rather than the letter head of the Form W-8, use that letter head. F-12: If your original Form 8889 has any errors after it is filed with W-1, you must send a corrected version to W-1 at the address listed on the Form 8889. An IRS representative will review and correct the information on your Form 8889, and send you a corrected copy of your Form W-8. See “Correcting Errors on an Original W-8” in Publication 1471, Social Security for Individuals, and Publication 15.3. My company has a W-8 for me. When would I get my W-8? When Form W-8 is completed, make one copy payable to “NASA.” When the check is cashed, mail a copy of the check to the address on the completed W-8. The IRS generally does not mail information packets for new employees. However, some entities may mail new employees' information packets when they have completed Form W-8 and mailed an original W-8. Forms W-8 and Form W-9 were once sent with each employee's Form 1040, U.S. Individual Income Tax Return. If you receive an information packet from a business, you should mail it back to the address on Form W-8.
How do I get my Form W-8?
If you did not receive a Form W-8, please call until we can help you. When will I receive my Form W-8? This depends on when you submitted the Form W-8. If you submitted the form to the IRS on or before April 6, 2006, you should receive your tax filing instructions at least 30 days after mailing. For additional information about when you should receive your federal tax information, please visit IRS.gov/EIC/IRS-16-2074. If you received your E-file return on or after April 6, 2006, you should receive your tax filing instructions before April 30, 2006. For additional information about when you should have received your federal tax information, please visit IRS.gov/EIC/IRS-16-2074. When will I have to file a tax return if I have already filed my state and local income tax return? If you filed your state or local income tax return on or before April 25, 2006, you may have to file a separate Form W-8 with the IRS at any time unless you have already filed your federal income tax return. If you have previously filed a federal income tax return, you will receive a tax information statement for that return. If you have not previously filed a federal income tax return, you should file a state and local income tax returns to show tax paid on Form 1040 or Form 1040A. Do I have to file a return on this year if there is no federal income tax return for the year? Yes, if there is nothing to file with the Federal government. If you are a resident of a state that has no income tax, you are not required to file any returns with the IRS. You will have a state tax return to show at tax time. Please refer to the instructions for Form 2848 for information on which tax forms you must file when your state has nothing to return. Can I change my federal return? You can update your federal return by using an internet site such as file or efile.com. However, it may be more cost-efficient to use an IRS computer instead of an internet site to change your information. You can change your tax return for any reason as long as you are filing as a U.S. Citizens or resident Alien.
What documents do I need to attach to my Form W-8?
When preparing your Form W-8, you must attach one document to each line of box 7, column A. You may attach copies of other documents that are relevant to your situation as you read the instructions. You may use a letter or memo to document the information on the form. If you do not have a paper form, you can file this form electronically (for example, via the Internet or other electronic services). Can I attach more than one document? If more than one document on your form is relevant to your situation, you may select the documents you want on Form W-8 by using the checkboxes next to each. You may not attach more than one document to your Form W-8 if the documents in question are not one or more: Your Form 946. Your Form 1099. Your Form W-4. A letter. You may only attach one document to each line of box 7, column A. You may attach copies of other documents that are relevant to your situation as you read the instructions. You may use a letter or memo to document the information on the form. If you do not have a paper form, you can file this form electronically (for example, via the Internet or other electronic services). Why do I have to attach more than one document? The additional documents you must attach are to be used to show that each worker has or has not had a specific position within the same company, or that certain employees have or have not worked on the same business trip. You can attach only one, and in no case may you attach more than one, of the documents on the list below. If two separate workers receive wages on different lines, they must have separate Form W-8s. If two separate workers receive wages on the same line, they must have separate Form W-8s. Both of these employees must have Form W-4s attached to them. You must attach a copy of your Form H-2B with your completed Form W-8. If you pay wages in installments, you must mail a copy of each Form W-8 you receive by regular mail. Complete your completed Form W-8 and attach it to your Form H-2B in the space provided. If a worker is paid by a foreign employer, you must attach a copy of the worker's foreign tax return.
What are the different types of Form W-8?
W-8 W-7 Employee Wage & Tax Statement W-8 — GATHERING REPORTS Forms W-3, W-4, and W-10-B Form W-6 Form W-2/W-9/W-10, if you're an individual, and you receive a Form W-2 Form W-3, if you're an individual, and you receive a Form W-4 If you're an employee with less than 5,000 in gross income, you're required to file a Form W-8 for each pay period, regardless of the number of pay periods in the year. To calculate the total amount of any self-employment taxes paid, you should multiply all the federal taxes you owe by the total number of pay periods in the year. This calculation should be done by the end of February of the year following the year the Form W-8 was filed. To complete Form W-8, complete this form, complete Schedules F & G of Publication 929. The instructions on the form will explain the filing requirements. If filing an additional return on Form 1040, Form 1045 or Form 1040A, use the tables or tabular instructions for the appropriate Form(s) and follow the instructions at the end of the report. You must file Form W-8 no later than March 31 for the year. See the Instructions for Form W-8, W-8-EZ and the Instructions for Form W-4, Employee's Withholding Allowances Form W-8-EZ. W-4 — REPORTS AND OTHER REPORTS If you're an employee with less than 5,000 in gross income, you must file a Schedule C or Schedule C-EZ, or Form W-T (If you don't file one of these forms, see below), to report and deduct all federal and state taxes with respect to self-employment income. You must pay the taxes due within the time period explained below. You're an employee with less than 5,000 in gross income if you're an officer or employee of an exempt, non-profit organization. However, you're also an employee if you're a: Corporation Trade or professional business Self-employed Self-employed individual Independent contractor Independent contractor, or Independent contractor, and you have to pay business related taxes on your self-employment income.
How many people fill out Form W-8 each year?
The number of W-8s filed for each year varies. In 2018, Form W-8 was filed (or not filed) to the extent it is due and payable. If form W-8 is not filed, it can be viewed on the “Other Reports” page: Form W-8 for tax withholding and deposit If you want to withhold the correct amount from your employee's pay or deposit the correct amount into your employee's bank account, use our handy Form W-8 and other IRS forms to figure and fill out, and send directly to the IRS. We provide complete forms for all forms IRS-1040, Form 1099, Form W-2G, and more. Find an experienced IRS service representative at Tax, Use our quick tax forms: Use our quick forms to calculate your total tax for the year: Use our quick forms to calculate your federal income tax including state and local taxes or prepare a state or local tax return: Use our easy tax forms with simple, step-by-step instructions: Use our simple, step-by-step method with instructions: Fill out, print and use Form W-9 to calculate your employee income tax when the employee has been laid off: Fill out, print and use Form 946 to prepare a tax exemption from the state if an employee lives in: Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Get a refund on Form 844 if employee leaves or is fired prior to completing 1099: Fill out, print and use Form 844 to prepare a tax credit from another source for the year: Find out whether you can claim back tax payments made on Form 1098 or 1099. Other types of tax-related publications: You've probably seen tax-related publications that give tips on taxes and preparer salaries. You'll find some of them here. Contact Us For questions about how your Tax program can reduce your tax bill visit:.
Is there a due date for Form W-8?
Form W-8 should be submitted at least one year after the month of the calendar year on which it was filed with the employer. Is there a due date for Form 1099-MISC? You must file your information returns on the due dates specified for the specific tax periods. See the instructions for Form 1099-MISC for the full text of applicable tax laws, rules, and regulations. How to use these forms Complete Form W-7, Employer's Annual Information Return. If filing as an individual, indicate on line 7a how the employee makes his or her wages. Also, indicate the name of the employer and the tax year in which you file your return. When the employee enters the amount to be entered on line 7b, enter the total wages paid on the appropriate line for the particular tax period. If filing as another type of employer for nonemployee purposes (for example, a government, a nonprofit, or a nonresident alien government), complete line 13c to indicate how you are paid. If filing as an employee, file a copy of Form W-10, Employee's Withholding Allowance Certificate. Note: You may need to complete additional sections of the information return if there is any new information available after you file. Form W-10. Employer's Annual Information Return — Required information. You must include this form with the return you file. The form must be filed with Form 1040 or Form 1040A or 1040EZ, depending on whether the employee is an employee or not. If filing a return for a fiscal year, submit this form beginning on the 15th day of that year. To see a list of specific forms you can use, see the Forms Withholding Allowance and Information Return section later in this publication. The following items are required: Employee's name Date of birth Name and address of employer (if you are filing as a single employer) or the person submitting information for you (if you are filing as a partnership, corporation, or trust) Employee's Social Security number Employer's annual information return number Wages, tips, and other compensation Amount of wages, tips, and other compensation reported as “other compensation” from the employee's employer or payee. Form W-8. Employee's Withholding Allowance Certificate (e-file). Fee: As little as 4.
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