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.




Mandy, Thank you for the info. It has been a great pleasure working with you over the years as well.  You have always been very kind and understanding even considering the difficulty of working with us crazy traders...Anyway, thank you again for all of your help.  You have consistently made the best out of the annual tax process keeping me from going insane! Wishing you and your growing family all the best! Best regards,