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Interest Reporting for Nonresident Aliens: Foreign & US Taxpayer ID Numbers

Jan 12 2:00 PM - Jan 12, 2022 3:30 PM
Jan 12, 2022 2:00 PM - 3:30 PM
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Tick tock! It’s that time of year again. Among other tax-reporting duties, you must report interest for nonresident aliens. Although a somewhat complicated issue, this webinar will break down each form into manageable, understandable pieces. After this program, you’ll find that NRA interest reporting has never easier.

Learning Objectives

  • Complete W-8BENs and W-8BENEs to set up interest reporting
  • Conduct a line-by-line review of the 1042-S reporting of both Chapters 3 and 4
  • Find country codes and report using foreign taxpayer ID numbers
  • Appreciate US TINs’ importance in W-8BEN expiration
  • Understand the ins and outs of NRA interest reporting

Nonresident alien interest reporting is a complex topic, but this important session will parse it into manageable, bite-sized portions. It will cover W-8BEN and W-8BENE completion and the subsequent 1042 reporting. It will delve into Chapters 3 and 4 reporting on the 1042-S. Join us to learn what the reporting boxes on the 1042-S entail and how to accurately complete each one. 

Agenda

Speakers

Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Location

Fees

$259.00 

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Compliance
  • Live Webinars