I have been to USA for 9 years and returned back to India last year. I hold some stocks in brokerage account in USA and I understand that I am required to submit W-8BEN to my broker for year 2024.
- I am not sure what I should fill out in the following section of W-8BEN. Can someone please help?
Special rates and conditions (if applicable—see instructions): The beneficial owner is claiming the provisions of Article and paragraph of the treaty identified on line 9 above to claim a _____ % rate of withholding on (specify type of income):
. Explain the additional conditions in the Article and paragraph the beneficial owner meets to be eligible for the rate of withholding:
Under which section does the capital gains and dividends received from stocks comes in https://www.irs.gov/pub/irs-trty/india.pdf ?
Do I need to send separate W-8BEN forms for the capital gains and dividends ?
