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-   -   1) Dual Status? 2) W-9 or W-8BEN? (https://www.askmehelpdesk.com/showthread.php?t=41144)

  • Nov 6, 2006, 08:55 AM
    cafebean
    1) Dual Status? 2) W-9 or W-8BEN?
    Dear Tax expert:

    My info:
    F-1 Visa: Jan 2002 - Sept 2006
    OPT: March 2006 - Sept 2006
    H-1B Visa: Oct 2006 - Present

    Questions:
    1) Will I be considered a "dual status" for tax returns in FY2006?
    2) Should I be filling W-9 or W-8BEN for banking purposes (received a form from Citibank requesting to do so).

    Thank you.
  • Nov 6, 2006, 07:24 PM
    AtlantaTaxExpert
    Your are dual-status for 2006, unless you are married, in which case you can opt to be considered a resident alien.

    If dual-status, use W-8BEN. If resident alien, use W-9.
  • Nov 6, 2006, 07:45 PM
    cafebean
    Thank you very much.
  • Nov 6, 2006, 08:02 PM
    AtlantaTaxExpert
    Glad to help!

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