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Uncertainty regarding tax form requirements for stock plans

💸 moneyproduct problemSingle report ●●●●● severity 3/5

A former employee of a US-based MNC who moved to the US for studies is unsure whether to file a W-8BEN or W-9 form for their Fidelity stock plan account.

Who's affected: A former employee of a US-based MNC who moved to the US for studies.

⚠️ Single report. This is one person's account. We mark it so until more voices confirm it.

What people do today

🔧 Fix this

Ideas a builder, maker or community group could start on:

  1. A decision-tree web tool that asks users specific residency and visa questions to recommend the correct IRS form.
  2. A specialized tax advisory marketplace connecting international students with CPAs familiar with cross-border stock compensation.
  3. A simplified guide template created by a legal tech firm specifically for international employees managing US-based stock plans.
I want to build this

Real voices

“My Fidelity stock plan account requires me to fill out a tax form - either the W-8BEN or W-9 form. I am unsure which applies to me”

Source: Stack Exchange (money) · CC BY-SA 4.0, user-contributed content from Stack Exchange; summarized and modified

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