How Non-U.S. Residents Save U.S. Taxes On U.S. Brokerage Accounts (Interactive Brokers)

23 Oct

Oct 23, 2018 at 12:00 pm EST


Many non-U.S. residents have U.S. brokerage accounts. The U.S. Treasury requires brokers to withhold U.S. taxes on non-U.S. residents on U.S. dividends and certain other types of U.S. passive or portfolio income. However, there is no withholding on capital gains, which are not taxable in the U.S. if the non-U.S. resident alien does not spend more than 183 days per year in the U.S.

Join trader tax expert Robert A. Green, CPA, of GreenTraderTax as he explains how U.S. brokerage accounts work for non-U.S. residents, and ways to save U.S. income and estate taxes, using tax treaties, foreign tax credits, and other tax planning strategies including U.S. entities.

Webinar hosted and recording produced by Interactive Brokers. Everyone is welcome; you don’t have to be a client of IB.




This was my first year claiming trader tax status and there is no way I could have done it without Adam Manning and his team. Due to their efforts, I am confident that my return is complete, correct and entirely compliant with IRS guidelines. Without their expertise, I would have been at risk for failing an audit due to my or my previous accountants' (wonderful folks but not experts in the trading field) lack of knowledge and understanding. I would also have missed some write-offs and ended up overpaying. I highly recommend these folks for anyone who is serious about trading as a profession!