Investors & landlords

It is not clear if you are filing taxes for 2022 and your question relates to the 2022 tax year. You will need to prepare this Form and send it to the withholding agent which in your case is Fidelity since without this Form completed they will withhold taxes. Fidelity should be able to assist you with completing the Form.

If you are filing 2022 taxes, then please post another question.

IRS Instruction

You must give Form W-8BEN to the withholding agent or payer if you are a nonresident alien who is the beneficial owner of an amount subject to withholding, or if you are an account holder of an FFI documenting yourself as a nonresident alien. If you are the single owner of a disregarded entity, you are considered the beneficial owner of income received by the disregarded entity. Submit Form W-8BEN when requested by the withholding agent, payer, or FFI whether or not you are claiming a reduced rate of, or exemption from, withholding.

Do not use Form W-8BEN if you are described below.

• You are a foreign entity documenting your foreign status, documenting your Chapter 4 status, or claiming treaty benefits. Instead, use Form W-8BEN-E.
• You are a U.S. citizen (even if you reside outside the United States) or another U.S. person (including a resident alien individual). Instead, use Form W-9 to document your status as a U.S. person.
• You are acting as a foreign intermediary (that is, acting not for your own account, but for the account of others as an agent, nominee, or custodian). Instead, provide Form W-8IMY.
• You are a nonresident alien individual who claims exemption from withholding compensation for independent or dependent personal services performed in the United States. Instead, provide Form 8233 or Form W-4.

IRS W-8BEN

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