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IRS Rules- US Citizen Must be Primary Tax Reporter

Where may I direct a customer in the IRS rules that if an NRA and a US citizen are joint owners of an account, that the US citizen must be the primary tax reporter?

by Randy Carey:

The instructions to the W-8BEN.


by John Burnett:

Also page 4 of the instructions for Form W-9

First published on 02/23/2020

Filed under: 
Filed under compliance as: 

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