• Qualified Intermediary: Forthcoming Deadlines (Q1 2017)

Newsletter: Qualified Intermediary: Forthcoming Deadlines (Q1 2017)

23 January 2017

QIs must annually report to the IRS information on U.S. source payments made to clients by filing the appropriate U.S. forms.

Next due date is march 15th for forms 1042 and form 1042-s reporting.

QIs should also renew their QI agreement before march 31st to maintain their QI status.