pk
Level 15
Level 15

Investors & landlords

@adityain2003 , 

(a) are you saying you entered the USA with J-1 sometime in 2023 or 2024 ?

(b) Was this your first entry/stay in the US in the last three years i.e. through 2020 --- this is for determining if you are NRA or Resident for the tax year 2025 ( I am assuming you are talking about current calendar year)

(c) When did you open your investment account and did you use W-8-BEN or what ?

(d) Since there is a two year J  tax benefit limitation, did you plan to stay in the USA past 2025 or what?  I am assuming here that your J visa is for teacher/researcher category and not  student/trainee.

 

I will circle back once I hear from you --yes ?