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Form W-8 online PA: What You Should Know

Who Needs to File a W-8BEN? If a person, corporation, or partnership that has a “direct” or “indirect” foreign source income is a beneficial owner for tax purposes, then it must file a  Form W-8BEN: Form for Beneficial Owner of Income from a Foreign Country If you and a spouse who is not your dependent are a “direct” or “indirect” foreign source payer in a joint year, you must file a Form W-8BEN. “Direct” foreign source income is any income or gain derived from a source within the United States, but does not include any amount which results from a trade between the United States and a foreign country. An “indirect” foreign source income, on the other hand, occurs when a person or business from the United States owns, operates, or trades more than 2 percent of, but does not control, a foreign business. When someone in a “direct” or “indirect” relationship is a “beneficial owner” of an employee share plan, the following questions must be answered when form W-8 is filled out: I am a “beneficial owner” of an employee share plan for my employee. Do I have to file a form W-8BEN for myself, my spouse, and my dependent? Yes, the answer to this question is yes for you. All the employees are your dependent for tax purposes. You must answer “yes” to question #2 if you, your spouse, and your dependent are all “beneficial owners” of the employee share plan. Question #1:  How much “indirect” (i.e. not direct) income do I have? You don't have to answer this question if you have no non-U.S. sources of income that include any money to be included in gross income. If none of the answers to the questions in question #1 gives you the reason for filing Form W-8, contact the PA Department of Revenue at. Form W-8BEN: What You Need to Know What Does “Indirect” Mean? There must be something “indirect” about the income or gain from a particular source. This can't involve just a simple trade.

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