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Nov 4, 20211 min read
DRAFT Instructions for Form W-7 (Rev. November 2021)
On November 3, 2021, the IRS published DRAFT Instructions for Form W-7, Application for IRS Individual Taxpayer Identification Number to be
Nov 3, 20211 min read
October 2021 Revision of Publication 1167!
On November 1, 2021, the IRS published Publication 1167, General Rules and Specifications for Substitute Forms and Schedules.
Nov 3, 20211 min read
October 2021 Revision of Publication 1220!
On November 2, 2021, the IRS published Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, a
Nov 3, 20211 min read
DRAFT 2022 Instructions for Forms 1099-R and 5498!
On November 1, 2021, the IRS published DRAFT 2022 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement
Nov 3, 20212 min read
Important Information from the Cayman DITC!
On October 19, 2021, the Cayman Department of International Taxation (DITC) posted an Updates Bulletin.
Oct 13, 20211 min read
Form W-8BEN-E (Rev. October 2021) and Instructions are now final!
On October 12, 2021, the IRS published a final October 2021 revision of Form W-8BEN-E and Instructions for Form W-8BEN-E.
Oct 7, 20211 min read
Instructions for Form W-8ECI (Rev. October 2021) are now final!
On October 5, 2021, the IRS published a final October 2021 revision of Instructions for Form W-8ECI.
Oct 5, 20211 min read
2021 Form 1042-T Is Here!
On October 4, 2021, the IRS published the 2021 Form 1042-T Transmittal Form. Have a look at the 2021 form here
Oct 5, 20211 min read
Instructions for Form W-8BEN (Rev. October 2021) are now final!
On October 4, 2021, the IRS published a final October 2021 revision of Instructions for Form W-8BEN. Check-in with your withholding certifi
Oct 5, 20211 min read
Form W-8ECI (Rev. October 2021) is now final!
On October 4, 2021, the IRS published a final October 2021 revision of Form W-8ECI. This means that within six months, withholding agents a
Oct 1, 20211 min read
Another Round of Drafts Updates from the IRS!
Over the last few days, the IRS has been publishing slight revisions to its draft form. Here are links to the latest set of newly released.
Oct 1, 20211 min read
Instructions for Form 8233 (Rev. October 2021) are now final!
On September 30, 2021, the IRS published final Instructions for Form 8233 (Rev. October 2021).
Oct 1, 20211 min read
Form W-8BEN (Rev. October 2021) is now final!
On September 30, 2021, the IRS published a final October 2021 revision of Form W-8BEN.
Sep 29, 20211 min read
IRS Released the Publication 1220
On September 27, 2021, the IRS released the Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 54
Sep 22, 20213 min read
Keeping Rules Fresh – Electronic Delivery of Recipient Statements
During the offseason it is always a good idea to check in on general information reporting rules that may go unnoticed.
Sep 15, 20211 min read
DRAFT Forms 1099-MISC and NEC
On September 13, 2021, the IRS published DRAFT Forms 1099-MISC and NEC. Although the changes are few and subtle, they are worth noting.
Sep 9, 20211 min read
Cayman Updates Bulletin as of September 3, 2021
On September 3, 2021, the Cayman Department of International Tax Cooperation (DITC) published an Updates Bulletin reminding the Industry tha
Sep 6, 20212 min read
DRAFT Form W-8BEN-E and Instructions!
On September 2, 2021, the IRS published a DRAFT Form W-8BEN-E and Instructions.
Sep 6, 20212 min read
New Instruction Updates From The IRS
New Instructions for Form 2848, DRAFT 2021 Form 1099-INT, and DRAFT Instructions for Forms 8804, 8805, and 8813, and 8804-W.
Sep 1, 20211 min read
Cayman DITC Updates Bulletin as of August 30, 2021
On August 30, 2021, the Cayman Department for International Tax Cooperation posted an Updates Bulletin with three key reminders
Aug 31, 20212 min read
DRAFT Form W-8BEN and Instructions!
On August 30, 2021, the IRS published a DRAFT Form W-8BEN and Instructions. Similar to the recently published DRAFT Forms W-8ECI and IMY
Aug 27, 20211 min read
2021 DRAFT Form W-8IMY With Many Changes!
On August 26, 2021, the IRS published a DRAFT Form W-8IMY (Rev. October 2021) that includes a number of changes and additions to the prior 2
Aug 27, 20212 min read
DRAFT Form W-8ECI And Instructions
On August 25, 2021, the IRS published a DRAFT Form W-8ECI and Instructions with a revision date of October 2021.
Aug 26, 20211 min read
DRAFT Pub. 1167,General Rules and Specifications for Substitute Forms and Schedules
On August 18, 2021, the IRS published a DRAFT Publication 1167, General Rules and Specifications for Substitute Forms and Schedules.