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Rochester New York Form W-8: What You Should Know

Form W-8BEN is only useful for New York residents. You will not be able to file this form for a New York resident if you are filing for an individual or a corporation. If you are an entity, see Forms LLC, Corporation, and Partnership.” There is no fee for filing Form W-8BEN. When filing for this form, you should report: 1) any NYS, and 2) any non-NYS itemized deductions. 2) Report your New York State or non-New York State income on Form 1040, line 36. Include any non-New York State income in box 5 of Form 1040, line 36. For more information on the New York Surtax Tax, see Chapter 12-14 of Pub.

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