Ask Experts Questions for FREE Help !
Ask
    cafebean's Avatar
    cafebean Posts: 2, Reputation: 1
    New Member
     
    #1

    Nov 6, 2006, 08:55 AM
    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.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #2

    Nov 6, 2006, 07:24 PM
    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.
    cafebean's Avatar
    cafebean Posts: 2, Reputation: 1
    New Member
     
    #3

    Nov 6, 2006, 07:45 PM
    Thank you very much.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #4

    Nov 6, 2006, 08:02 PM
    Glad to help!

Not your question? Ask your question View similar questions

 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Dual Status Return & Dual Status Statement [ 3 Answers ]

Hi ATE: Just curious, which amount will be refunded to us if we file 1040 as Dual Status Statement & 1040NR as Dual Status Return? Or the total of both? Best, Jesslyn

A dual status? [ 10 Answers ]

Hi guys, I know there are lots of message about dual status on this site. However, I'm still confused by if I'm dual status. Could someone help me according to my situation? 6/2000 entered the States Sep 2004 to July 4, 2005 on OPT July 5,2005 on H1B status Re-entered the States on Oct 2005...

Dual Status [ 1 Answers ]

I am on a H1-B with my present company valid from 20th October 2005. Before that I was working on OPT (F-1 visa) from June 30th 2005-19th Oct 2005. I am an Indian citizen. Which form do I use for filing my taxes?

Dual Status: F1 to GC [ 1 Answers ]

Good morning, My husband and I got our GC, but we were F1 until June'05. IRS pub 519 says that in our case, there is the 1st year choice : resident for the entire year, or NR for the 1st part and then resident (but then, no standard deductions, only itemized). Because, we had scholarship...

Dual Status (F1+H1) [ 14 Answers ]

AtlantaTaxExpert and other experts, Background: Nationality : India Y2004 F1(OPT) : 20 days H1 : 345 days # of days in US during 2004 : 341


View more questions Search