About

QI Solutions is specialized in providing assistance with every aspect of the US QI regime to non-US banks and financial intermediaries. Our services include:

assistance with annual QI reporting including IRS Forms 1042, 1042-S and 1099
assistance with FATCA Form 8966 reporting, including XML file preparation and filing with the IRS via IDES
assistance with obtaining QI status and renewing or terminating a QI Agreement
'QI HealthCheck' review of internal QI procedures and compliance
assistance with QI Internal Compliance Program, and
assistance with any issue your organization may have with the IRS.

Important Legal Notice – No Tax or Legal Advice

Nothing in this web site shall be considered tax or legal advice, nor should any information provided herein be relied upon for any purpose. The information contained in this web site shall not be considered an offer of legal or tax services. Qualified Intermediary Solutions LLC accepts no liability whatsoever.

Circular 230 Disclaimer

Neither this site nor any materials contained herein may be utilized to avoid U.S. federal tax penalties.

Information on Privacy

No information regarding site visitors is shared, distributed, or sold to third parties. Any and all information regarding visitors, including requests for information or assistance, FAQ submissions, or any other inquiry, are maintained in the strictest confidence as required by law.