New Accounts Summer Series: W9,W-8BEN & W-8BENE (Web)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

This is a line-by-line review of the IRS withholding agent forms that we complete during the new account opening process for our customers. You will learn how to complete each part of these forms and what the reporting consequences of errors are with the IRS for your financial institutions. Topics include: Who is a US Person; Who gets an SSN; EIN and ITIN; How does the IRS communicate errors to us; What is a disregarded entity How do we report taxes of a sole proprietor; Who can sign the W-9 for the business or entity; What happens if we do not have a TIN; When does the IRS fine us and how for incorrect names; How to complete the W-8BEN and W-8BENE; What is a tax home for Nonresident Alien; 1099 Int and 1042S Interest reporting issues; What codes/boxes do we complete on a 1042S; Common reporting errors.
When
5/7/2018 3:30 PM - 5:00 PM
 

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