Hi, I am a F1 student and I am currently a non-resident alien living in AZ. I recently won a non-compensatory fellowship and was asked by the funding agency to fill the W-8BEN form. I am a citizen of India and I am eligible for some tax exempts under the US-India Income Tax Treaty Article 21. However, I am not sure what to fill in line 10 of the W-8BEN form, which asks for the rate of withholding and the type of income. Can someone please help? Thank you.
You'll need to sign in or create an account to connect with an expert.
Hello sacv22,
According the IRS website: "A nonresident alien student or researcher who receives compensatory scholarship or fellowship income must use Form 8233, instead of Form W-8BEN, to claim any benefits of a tax treaty that apply to that income. The student or researcher must use Form W-4 for any part of such income for which he or she is not claiming a tax treaty withholding exemption. Do not use Form W-8BEN for compensatory scholarship or fellowship income."
W-8BEN: https://www.irs.gov/instructions/iw8ben
Form 8233: https://www.irs.gov/pub/irs-pdf/i8233.pdf
I will have you know that the TurboTax software supports Resident Aliens, it does not support form 1040NR . Sprintax, https://www.sprintax.com/non-resident-alien-tax-1040nr-turbotax.html, supports Non-Resident visa holders but not Non-Resident Aliens.
I hope this helps!
Gabi
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
erictaur
New Member
user17706632792
Level 1
nilsfisch
New Member
atakanersan0
New Member
parachem
Level 2