The Qualified Intermediary Program hosts free webinars and in-person presentations to provide updates and assistance for Qualified Intermediaries, Withholding Partnerships and Withholding Foreign Trusts. Get direct help from the IRS Financial Intermediary team on: QI, WP and WT agreements Applications, Renewals and Terminations Certifications and the Periodic Review process Forms 1042 and 1042-S For future events, get email updates with QI news. Upcoming events The IRS will host in-person presentations in Copenhagen, Denmark and Frankfurt, Germany on the new QI agreement and completing Forms 1042/1042-S. September 9 and 10, 2024: Charlottenlund, Denmark Register by August 8, 2024 Schedule The presentations will be given in 2 sessions repeated over 2 days. Session 1: 9:00 - 12:00 Basics of the new QI Agreement, QI compliance and the QI certification and periodic review process Session 2: 14:00 – 17:00 How to complete Forms 1042 and 1042-S Location U.S. Ambassador’s Residence Rydhave Strandvejen 259 2920 Charlottenlund Denmark How to register Email the QI Program. Please include your: Last, first name Job title Company Email Phone number Country Date and sessions you will attend Lunch available for purchase Lunch will be available for purchase (DKK 120), you must preorder and prepay. Selections: Wrap (choice of chicken or vegetable), cookie, chips, drink (choice of Coca Cola, Coca Cola Zero, sparkling water, or Fanta). After you pay, email the QI Program with your name and lunch selection (John Smith / Veggie wrap / Fanta). September 12 and 13, 2024: Frankfurt, Germany Register by August 8 Schedule The presentations will be given in 2 sessions repeated over 2 days. Session 1: 9:00 - 12:00 Basics of the new QI Agreement, QI compliance and the QI certification and periodic review process Session 2: 14:00 – 17:00 How to complete Forms 1042 and 1042-S Location U.S. Consulate General Wetzlarer Strasse Entrance 60635 Frankfurt Germany How to register Email the QI Program. Please include your: Last, first name Job title Company Email Phone number Country Date and sessions you will attend Lunch available for purchase Lunch will be available for purchase. Menu and details to preorder and pay will be provided in the reporting instructions. Past events May 10, 2024: Singapore, Singapore May 7 - 8, 2024: Tokyo, Japan August 8 - 10, 2023: Toronto, Canada July 24 - 25, 2023: London, United Kingdom QI News Get email updates Subscribe Now QI Program About the Qualified Intermediary Program QAAMS Apply and manage status as a QI, WP or WT with this system Use QAAMS Related QI/WP/WT frequently asked questions QAAMS frequently asked questions Miscellaneous Qualified Intermediary information Payments to Qualified Intermediaries Approved know-your-customer rules Withholding facts and information Withholding-related forms Make deposits electronically Email questions about electronic filing 2017 QI Agreement PDF
