Deposit Ops Series: Interest Reporting For Nonresident Aliens: Foreign & US Taxpayer ID Numbers - Details

Deposit Ops Series:

Interest Reporting for Nonresident Aliens:

Foreign & US Taxpayer ID Numbers

(90-minute webinar – available live or on-demand)

Wednesday, January 12, 2022

This is a morning webinar

8:00 AM Pacific            9:00 AM Mountain

10:00 AM Central         11:00 AM Eastern

Tick tock!  It’s that time of year again.  Among other tax-reporting duties, you must report interest for nonresident aliens.  Although a somewhat complicated issue, this webinar will break down each form into manageable, understandable pieces.  After this program, you’ll find that NRA interest reporting has never easier. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Complete W-8BENs and W-8BENEs to set up interest reporting
• Conduct a line-by-line review of the 1042-S reporting of both Chapters 3 and 4
• Find country codes and report using foreign taxpayer ID numbers
• Appreciate US TINs’ importance in W-8BEN expiration
• Understand the ins and outs of NRA interest reporting

WEBINAR DETAILS

Nonresident alien interest reporting is a complex topic, but this important session will parse it into manageable, bite-sized portions.  It will cover W-8BEN and W-8BENE completion and the subsequent 1042 reporting.  It will delve into Chapters 3 and 4 reporting on the 1042-S.  Join us to learn what the reporting boxes on the 1042-S entail and how to accurately complete each one. 

WHO SHOULD ATTEND?

This informative session will benefit deposit operations, deposit compliance, branch administration, and training staff. 

TAKE-AWAY TOOLKIT

• Withholding supplement
• Employee training log
• Interactive quiz 

DON’T MISS THESE RELATED WEBINARS!

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    MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of financial institutions across the nation.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE