r2i forum

[QUOTE=gull;656778][COLOR=#222222][FONT=Verdana]Dear members, I am looking for some information from members who are living in Gurgaon. For a family of 4 with young kids with a decent lifestyle what can be the likely monthly expense. The lifestyle I am looking for is sending kids to IB school like ...

I talked to UBS (which manages our company's ESPP). I sold a couple of batches of ESPP in 2014. Both were held for longer than 2 years and no taxes were withheld since I had already filed an W8-BEN with them. I was told by them that I will not be getting a 1099 but instead a 1042 sometime in March ...

Thanks for the response Okonomi. It is the definition of "Effectively connected" that I am having trouble with. I haven't received a 1099 from UBS (which manages my employers ESPP and options) but I believe they will be mailing them out after Feb 15. As far as I can tell, no taxes were withheld from ...

Anyone?

thanks in advance!

This may be a basic question, but I could not find a clear cut answer. Forgive me if this has already been discussed elsewhere. My situation is that I R2Ied in 2013. I do NOT have a GC or a USC. My US based employment also terminated in 2013. I filed US taxes in 2014 (for financial year 2013). In ...