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FAQs
QI FAQs
Everything you need to know about qualified intermediaries. If you don't find the answer to your question here, feel free to submit a question.
For the FAQs published on the IRS web site, click here.
The following FAQs are for informational purposes only. You are strongly advised to seek the advice of a QI expert regarding the application of the QI rules to any specific situation. Please see our important legal notice and Circular 230 disclaimer.
For assistance with your QI matters, contact QI Solutions for a free initial consultation.
Forms Docs
Up to date IRS forms, instructions and documents, including:
- Forms for annual QI reporting (1042, 1042-S & 1042-T)
- Forms for client documentation (Form W-8BEN, W-8IMY & W-9)
- Forms to request an extention of time to file (Form 7004 & 8809)
QI Agreement Renewal
QI Agreement Renewal