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FormW8IMY(Rev. September 2016) Department of the Treasury Internal Revenue ServiceCertificate of Foreign Intermediary, Foreign FlowThrough Entity, or Certain U.S. Branches for United States Tax Withholding

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How to fill out nonwithholding foreign grantor trust

01

Step 1: Gather all necessary documents and information, such as the trust agreement, taxpayer identification number, and details about the trust assets.

02

Step 2: Determine the tax classification of the trust, whether it is a grantor trust or a non-grantor trust.

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Step 3: Complete Form W-8IMY, Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding, as the nonwithholding foreign grantor trust is considered a foreign intermediary for tax purposes.

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Step 4: Provide the required information in Section 3 of Form W-8IMY, including the trust's name, address, and taxpayer identification number.

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Step 5: Review the instructions for Form W-8IMY to ensure all necessary information is provided accurately and in accordance with the IRS guidelines.

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Step 6: Submit the completed Form W-8IMY to the relevant withholding agent or payer.

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Step 7: Retain a copy of the completed Form W-8IMY for your records.

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Step 8: Monitor any updates or changes in the tax laws or regulations regarding nonwithholding foreign grantor trusts to ensure ongoing compliance.

Who needs nonwithholding foreign grantor trust?

01

Individuals or entities who are deemed as non-U.S. taxpayers and have a foreign grantor trust may need a nonwithholding foreign grantor trust.

02

Foreign individuals or entities who generate income from U.S. sources through the foreign grantor trust and want to avoid or reduce U.S. tax withholding on that income may require a nonwithholding foreign grantor trust.

03

It is advisable to consult with a tax professional or an attorney to determine if a nonwithholding foreign grantor trust is needed based on individual circumstances and tax obligations.

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What is nonwithholding foreign grantor trust?

A nonwithholding foreign grantor trust is a trust that is not subject to withholding tax on certain types of income.

Who is required to file nonwithholding foreign grantor trust?

The trustee of a nonwithholding foreign grantor trust is required to file Form 3520-A with the IRS.

How to fill out nonwithholding foreign grantor trust?

The trustee must provide information about the trust's income, assets, and beneficiaries on Form 3520-A.

What is the purpose of nonwithholding foreign grantor trust?

The purpose of a nonwithholding foreign grantor trust is to report income earned by the trust for U.S. tax purposes.

What information must be reported on nonwithholding foreign grantor trust?

The trustee must report the trust's income, assets, and distributions to beneficiaries on Form 3520-A.

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