r/tax•
Thick-Orange980

Treaty benefits - Fidelity

Hey everyone,

I'm F1 OPT (South Korean) trying to fill out the Fidelity's reasonable written explanation checklist' for my Roth IRA account.

I have a checkbox that reads "If you are also claiming treaty benefits, please review and complete the section below if applicable:

I certify that I am treated as a resident of the country below for purposes of the income tax treaty between it and the United States and that I am not treated as a U.S. resident or citizen for purposes of that income tax treaty"

If I check this, do I have to fill out additional forms in order to be exempt from taxes?
I'm completely new to this so any help would be much appreciated!!

Posted Jul 9, 2025, 5:59 PM UTC

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