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US Taxes for US Non-Residents

Trading Course

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.

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.

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

‘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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