Log in

View Full Version : W9 or W8BEN for dual status alien


ChikakoS
Nov 15, 2021, 08:49 AM
I am a dual status alien (resident to non resident) and I need to complete either a W9 or a W8BEN form in order to withdraw my US pension. I am currently in the non-resident alien part of my dual status. As such, do I complete the W8BEN as a non-resident alien and list the pension withdrawal on my 1040NR tax return?

AtlantaTaxExpert
Jan 10, 2022, 08:45 AM
Yes, use Form W-8BEN and, yes, report the pension withdrawal on the Form 1040NR portion of the dual-status return.

NOTE: Do NOT do the dual-status return by yourself. This return is very complex and should be done by a tax professional with experience filing such returns.

This is NOT a return for amateurs.