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G
Greta
Level 7
January 25, 2024
Question

Estate beneficiary without SSN lives abroad

  • January 25, 2024
  • 3 replies
  • 11 views

Beneficiary lies abroad. How to prepare the K-1 without a SSN.

This topic has been closed for replies.

3 replies

sjrcpa
sjrcpa
Level 15
January 25, 2024

Is the beneficiary a US citizen?

A lot of citizens live outside the US.

The more I know the more I don’t know.
    itonewbie
    itonewbie
    Level 15
    January 25, 2024

    If the beneficiary is indeed an NRA, shouldn't there already be a W-8BEN on file with the tax ID, that taxes would have been withheld (based on preferential rates or exempted by treaty, if applicable) before distribution during the year, and that 1042-S' would be issued?

    ---------------------------------------------------------------------------------Still an AllStar
      BobKamman
      BobKamman
      Level 15
      January 25, 2024

      Is there any income to distribute on the K-1?

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