What Is Federal Withholding Details

Form 8805 is a new form that was introduced with the Tax Cuts and Jobs Act of 2017. This form is used to report distributions from qualified retirement plans, including individual retirement accounts (IRAs). The deadline for filing this form is April 15th of the following year. If you have distributed funds from your retirement account, it's important to understand how to complete Form 8805 correctly. Let's take a closer look at this form and what it entails.

This table provides information regarding form 8805. There, you'll obtain the details about the PDF you want to fill in, like the assumed time to fill it out and other particulars.

QuestionAnswer
Form NameForm 8805
Form Length4 pages
Fillable?Yes
Fillable fields24
Avg. time to fill out5 min 52 sec
Other namesform 8813, federal withholding tax table, irs withholding tables, 8805 form

Form Preview Example

Form

8805

 

Foreign Partner’s Information Statement

 

OMB No. 1545-0123

 

 

of Section 1446 Withholding Tax

 

Copy A

(Rev. November 2019)

 

 

 

 

 

 

 

 

 

For Internal Revenue Service

Department of the Treasury

 

 

 

 

 

 

 

▶ Go to WWW.IRS.GOV/FORM8805 for instructions and the latest information.

 

Attach to Form 8804.

Internal Revenue Service

 

 

 

 

 

 

 

For partnership’s calendar year

, or tax year beginning

, 20

, and ending

, 20

 

 

 

 

 

 

1a

Foreign partner’s name

 

b U.S. identifying number

5a Name of partnership

b U.S. Employer

 

 

 

 

 

 

 

Identification Number (EIN)

 

 

 

 

c Address (if a foreign address, see instructions)

c Address (if a foreign address, see instructions)

2

Account number assigned by partnership (if any)

6 Withholding agent’s name. If partnership is also the withholding agent,

 

 

enter “SAME” and do not complete line 7.

3Type of partner (specify—see instructions) ▶

4

Country code of partner (enter two-letter code—see instructions) 7 Withholding agent’s U.S. EIN

 

 

8a

Check if the partnership identified on line 5a owns an interest in one or more partnerships . . . . . . . . . . . . . ▶

b Check if any of the partnership’s effectively connected taxable income (ECTI) is exempt from U.S. tax for the partner identified on line 1a ▶

9

Partnership’s ECTI allocable to partner for the tax year (see instructions)

9

10Total tax credit allowed to partner under section 1446 (see instructions). Individual and corporate partners:

Claim this amount as a credit against your U.S. income tax on Form 1040-NR, Form 1120-F, etc

10

Schedule T—Beneficiary Information (see instructions)

11a Name of beneficiary

c Address (if a foreign address, see instructions)

bU.S. identifying number of beneficiary

12

Amount of ECTI on line 9 to be included in the beneficiary’s gross income (see instructions)

 

12

 

13

Amount of tax credit on line 10 that the beneficiary is entitled to claim on its return (see instructions) . .

 

13

 

For Paperwork Reduction Act Notice, see separate Instructions for Forms 8804, 8805, and 8813.

Cat. No. 10078E

 

Form 8805 (Rev. 11-2019)

Form

8805

 

Foreign Partner’s Information Statement

 

OMB No. 1545-0123

 

 

of Section 1446 Withholding Tax

 

Copy B

(Rev. November 2019)

 

 

 

 

 

 

 

 

 

For Partner

Department of the Treasury

 

 

 

 

 

 

 

▶ Go to WWW.IRS.GOV/FORM8805 for instructions and the latest information.

 

Keep for your records.

Internal Revenue Service

 

 

 

 

 

 

 

For partnership’s calendar year

, or tax year beginning

, 20

, and ending

, 20

 

 

 

 

 

 

1a

Foreign partner’s name

 

b U.S. identifying number

5a Name of partnership

b U.S. Employer

 

 

 

 

 

 

 

Identification Number (EIN)

 

 

 

 

c Address (if a foreign address, see instructions)

c Address (if a foreign address, see instructions)

2

Account number assigned by partnership (if any)

6 Withholding agent’s name. If partnership is also the withholding agent,

 

 

enter “SAME” and do not complete line 7.

3Type of partner (specify—see instructions) ▶

4

Country code of partner (enter two-letter code—see instructions) 7 Withholding agent’s U.S. EIN

 

 

8a

Check if the partnership identified on line 5a owns an interest in one or more partnerships . . . . . . . . . . . . . ▶

b Check if any of the partnership’s effectively connected taxable income (ECTI) is exempt from U.S. tax for the partner identified on line 1a ▶

9

Partnership’s ECTI allocable to partner for the tax year (see instructions)

9

10Total tax credit allowed to partner under section 1446 (see instructions). Individual and corporate partners:

Claim this amount as a credit against your U.S. income tax on Form 1040-NR, Form 1120-F, etc

10

Schedule T—Beneficiary Information (see instructions)

11a Name of beneficiary

c Address (if a foreign address, see instructions)

bU.S. identifying number of beneficiary

12

Amount of ECTI on line 9 to be included in the beneficiary’s gross income (see instructions)

12

 

13

Amount of tax credit on line 10 that the beneficiary is entitled to claim on its return (see instructions) . .

13

 

Form 8805 (Rev. 11-2019)

Form

8805

 

Foreign Partner’s Information Statement

 

OMB No. 1545-0123

 

 

of Section 1446 Withholding Tax

 

Copy C

 

 

 

 

 

(Rev. November 2019)

 

 

 

 

 

 

For Partner

Department of the Treasury

 

▶ Go to WWW.IRS.GOV/FORM8805 for instructions and the latest information.

 

Attach to your federal

Internal Revenue Service

 

 

 

 

 

 

tax return.

For partnership’s calendar year

, or tax year beginning

, 20

, and ending

, 20

 

 

 

 

 

 

1a

Foreign partner’s name

 

b U.S. identifying number

5a Name of partnership

b U.S. Employer

 

 

 

 

 

 

 

Identification Number (EIN)

 

 

 

 

c Address (if a foreign address, see instructions)

c Address (if a foreign address, see instructions)

2

Account number assigned by partnership (if any)

6 Withholding agent’s name. If partnership is also the withholding agent,

 

 

enter “SAME” and do not complete line 7.

3Type of partner (specify—see instructions) ▶

4

Country code of partner (enter two-letter code—see instructions) 7 Withholding agent’s U.S. EIN

 

 

8a

Check if the partnership identified on line 5a owns an interest in one or more partnerships . . . . . . . . . . . . . ▶

b Check if any of the partnership’s effectively connected taxable income (ECTI) is exempt from U.S. tax for the partner identified on line 1a ▶

9

Partnership’s ECTI allocable to partner for the tax year (see instructions)

9

10Total tax credit allowed to partner under section 1446 (see instructions). Individual and corporate partners:

Claim this amount as a credit against your U.S. income tax on Form 1040-NR, Form 1120-F, etc

10

Schedule T—Beneficiary Information (see instructions)

11a Name of beneficiary

c Address (if a foreign address, see instructions)

bU.S. identifying number of beneficiary

12

Amount of ECTI on line 9 to be included in the beneficiary’s gross income (see instructions)

12

 

13

Amount of tax credit on line 10 that the beneficiary is entitled to claim on its return (see instructions) . .

13

 

Form 8805 (Rev. 11-2019)

Form 8805

(Rev. November 2019)

Department of the Treasury

Internal Revenue Service

Foreign Partner’s Information Statement

of Section 1446 Withholding Tax

▶Go to WWW.IRS.GOV/FORM8805 for instructions and the latest information.

OMB No. 1545-0123

Copy D

For Withholding Agent

For partnership’s calendar year

, or tax year beginning

, 20

, and ending

, 20

 

 

 

 

 

1a Foreign partner’s name

 

b U.S. identifying number

5a Name of partnership

b U.S. Employer

 

 

 

 

 

Identification Number (EIN)

 

 

 

 

c Address (if a foreign address, see instructions)

c Address (if a foreign address, see instructions)

2

Account number assigned by partnership (if any)

6 Withholding agent’s name. If partnership is also the withholding agent,

 

 

enter “SAME” and do not complete line 7.

3Type of partner (specify—see instructions) ▶

4

Country code of partner (enter two-letter code—see instructions) 7 Withholding agent’s U.S. EIN

 

 

8a

Check if the partnership identified on line 5a owns an interest in one or more partnerships . . . . . . . . . . . . . ▶

b Check if any of the partnership’s effectively connected taxable income (ECTI) is exempt from U.S. tax for the partner identified on line 1a ▶

9

Partnership’s ECTI allocable to partner for the tax year (see instructions)

9

10Total tax credit allowed to partner under section 1446 (see instructions). Individual and corporate partners:

Claim this amount as a credit against your U.S. income tax on Form 1040-NR, Form 1120-F, etc

10

Schedule T—Beneficiary Information (see instructions)

11a Name of beneficiary

c Address (if a foreign address, see instructions)

bU.S. identifying number of beneficiary

12

Amount of ECTI on line 9 to be included in the beneficiary’s gross income (see instructions)

12

 

13

Amount of tax credit on line 10 that the beneficiary is entitled to claim on its return (see instructions) . .

13

 

Form 8805 (Rev. 11-2019)

How to Edit Form 8805

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