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    Saline1's Avatar
    Saline1 Posts: 1, Reputation: 1
    New Member
    		  
    #1

    Jan 11, 2010, 08:06 AM
    W8 Ben Form
    After retiring, I moved back permanently to the UK a year ago from the US. I have dual citizenship and want to transfer my 401k funds from the US to the UK. I was informed I would need to fill out a W8 Ben form as I may be eligible for the Treaty tax rate. Is this accurate?
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Jan 11, 2010, 11:57 AM
    You should consult with an international tax expert on a face-to-face basis to have him research this carefully before submitting the W-8BEN.

    There are variables associated with this that defy an off-the-cuff answer, and, quite frankly, I do not have the time to do the research on this without compensation.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
    		  
    #3

    Jan 12, 2010, 01:32 AM

    I don't think you can file Form W-8BEN if you are a U.S. citizen.
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