I had moved from a foreign country to US in Nov, 2017. I didn't pass the substantial presence test. So, I would qualify for Non-Resident Alien for 2017 US tax purpose. I had some shares (obtained through my employer in ESPP, RSUs) invested in US stock market through a brokerage agency. My brokerage account was W8BEN certified until mid of Nov & got changed to W9 after I updated the brokerage account with my SSN after moving to US. I had sold some shared while I was in a foreign country & some after moving to US.
As I understand, Non-Resident aliens need to pay taxes only for the income earned after moving to US. But, my brokerage agency has listed all the income through my sale of shares before moving to US in 1099-B. They have also issued 1042-S for the dividends I had received before moving to US.
I had paid taxes for those shares before moving to US in my home country which has a DTAA agreement as well.
Now my biggest concern is whether am I supposed to pay taxes for the shares sold before moving to US even though my brokerage account was W8BEN certified because it is reported in my 1099-B? If not, do I have to ask my brokerage agency for an amended 1099-B or is it ok to just show the income after moving to US?
