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Vrt 17 Form
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Quick guide on how to complete periodic stock statement
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FAQs form vrt statement
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How do you file an election 83(b) form/statement to the IRS for a foreign founder that has no SSN? Do we have to somehow register these founders with the IRS before they are granted restricted stock?
Okay, I'm going to answer my own question here now that I know the answer.First of all, foreigners technically don't need to file an 83(b) since they are not liable for US taxes. If there is no chance that those foreign founders will ever live in the US during the vesting period, you can safely forego the 83(b)However, you should file the 83(b) anyways by putting "Applied for" in the field where the 83(b) election asks for the SSN/Taxpayer Identification Number. Technically, you don't even need to apply for an SSN/TIN until the founder actually needs it (i.e. they move to the US to work for the startup there). All you need to defend the 83(b) election in the case a founder becomes subject to US taxes is the stamped/signNowd 83(b) election back from the IRS. You can just hold on to that in case you ever need it and whenever you do happen to file for an SSN/TIN, you simply include it with your SSN/TIN filing. So, in summary, you should:1) File the 83(b) election for everyone within 30-days of the equity/options grant, always, placing "applied for" in the space where you'd normally put the SSN/TIN2) Hold onto the IRS stamped/signNowd 83(b) election form that you get back from the IRS. 3) If the founder ever does apply for a US SSN/TIN during the vesting period, include the stamped/signNowd 83(b) election among all the paperwork being submitted.Disclaimer: I'm not an attorney, but I got this advice directly from one of Silicon Valley startup lawyers that was very highly upvoted here: Who are some of the best startup lawyers in Silicon Valley?
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I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricasies of finances on daily basis, this is why you should redirect the qustion to your family’s tax professional who does hte filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if that’s your only inquiry.Whether the form applies to you or to your husband’s estate - that’s something only a person familiar with the situation would tell you about; there is no generic answer to this.
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If you work for yourself doing government contracts and American Express asks for you to show them a current pay stub, how would you provide that? Is there a form that has an earnings statement that you can fill out yourself?
It seems to me you should just ask American Express if they have form you can fill out. It seems odd they would want to see an earnings statement, but if you need to show some sort of proof of income, typically in the absence of a pay stub, your most recently-filed tax return should suffice.I'd really ask them first before automatically sending them your tax returns though.
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