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Charles Schwab Tax Forms

Charles Schwab Tax Forms

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What is a W-9 tax form? What is a W-9 tax form?

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Video instructions and help with filling out and completing Charles Schwab Tax Forms

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Instructions and help about charles schwab turbotax discount

Hello YouTube Jim Baker here from Goteborg of tax consultants I had to prepare w8 been for a client and rEvalize that there's nothing good on YouTube about this form so here I am making this video today explaining the purpose and how to complete the form so if you take a step back generally background the w8 been you see is certificate of status of beneficial owner of United States tax withholding and reporting so this form is going to be necessary when you have an u.s. entity who is making reportable payments to a foreign or non-us entity so reportable payments are and if we go to the instructions here we're talking dividends rents royalties premiums annuities compensation like a salary or substitute payments for was is and securities lending or other fixed determinable annual or periodic payments so if you are is you have a foreign entity that's receiving any kind of these payments from an u.s. entity the US entity is by default required to withhold 30 percent of that payment and rem

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