Register now: Webcast on U.S. taxation – All about Form 1042-S

Recorded live webcast

02.07.2024

On 17 July 2024, Clearstream will host a webcast on the tax certification process with regard to U.S. taxation for Qualified Intermediaries (QIs), Non-Qualified Intermediaries (NQIs) and for securities held in own accounts (OAs). In addition, the session will cover the U.S. tax refund and adjustment processing and its impact on Form 1042-S reporting (Foreign Person’s U.S. Source Income Subject to Withholding). 

In the hands-on practice part at the end of the session, our expert will show you how to download data and do your own reconciliation via Xact Web Portal before the 1042-S report is released.

How to register?

This event is free of charge but is subject to registration.

You are kindly invited to register by clicking on the link below. In the email that opens, please provide your full name, company name and business email address to ensure a smooth registration process. 

Once your registration has been confirmed, you will receive an email containing the access link for the webcast shortly before it starts.

Register now

Date

17 July 2024

Time

From 10:00 CEST to 10:30 CEST

Speakers

Benedikt Rattay
Senior Associate Vice President, Tax Services Regulatory Monitoring

Topics

  • Certification process (QI-NQI-OA) and related reporting via Forms 1099/1042-S 
  • Timeline for Form 1042-S
  • Delivery of the annual final classified reporting at Clearstream Banking S.A. (CBL)
  • CBL cut-off date for refunds claims
  • Adjustments to tax withheld arising from late certification
  • Hands-on practice: Reconciliation via Xact Web Portal prior to 1042-2 report release

The webcast will be conducted in English. 

We look forward to your participation.