Back to Insights

News Featured

Form W-9 or W8-BEN? How to Classify a Dual Resident Taxpayer

Steven L. Walker, Liliana Menzie May 18, 2016

Mr. Walker was invited to Washington D.C. by the Taxation Section, State Bar of California, to present a position paper regarding how to classify a dual resident taxpayer (file a Form W-9 or a Form W8-BEN).  The paper was presented to the Internal Revenue Service, United States Treasury Department, U.S. Tax Court, and Congressional personnel.