Skip to content

IRS Rules- US Citizen Must be Primary Tax Reporter

Question: 
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?
Answer: 

by Randy Carey:

The instructions to the W-8BEN.

Answer: 

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: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics