Understanding Effectively Connected Income (ECI) and Its Tax Implications

Definition & Meaning

Effectively Connected Income (ECI) refers to income earned by non-resident alien individuals and foreign corporations that is linked to a trade or business conducted within the United States. This income can originate from both U.S. and foreign sources, as long as it is considered effectively connected to the U.S. business activities. To qualify as ECI, the income must be derived from assets used in the U.S., and the activities of the U.S. business must play a significant role in generating that income.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A foreign corporation operates a manufacturing facility in the U.S. and sells products both domestically and internationally. The income from sales in the U.S. is considered ECI.

Example 2: A non-resident alien provides consulting services to a U.S. company while residing outside the U.S. If the services are performed in the U.S., the income generated is ECI. (hypothetical example)

State-by-state differences

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

State ECI Treatment
California Taxed on all income effectively connected to a trade or business in the state.
New York Similar treatment as California, with specific rules for certain types of income.
Florida No state income tax, but federal ECI rules still apply.

Comparison with related terms

Term Definition
Effectively Connected Income (ECI) Income linked to a U.S. trade or business, subject to U.S. tax.
Fixed, Determinable, Annual, or Periodical Income (FDAP) Income that is subject to a different tax treatment, typically withholding tax.

What to do if this term applies to you

If you believe that Effectively Connected Income applies to your situation, consider the following steps:

  • Review your income sources to determine if they are effectively connected to a U.S. trade or business.
  • Consult with a tax professional who specializes in international tax law to ensure compliance.
  • Explore US Legal Forms for templates that can assist you in managing your tax obligations.

Quick facts

  • Applicable to non-resident aliens and foreign corporations.
  • Taxed at graduated rates or lower rates under tax treaties.
  • Income can be from both U.S. and foreign sources.

Key takeaways

Frequently asked questions

It is income earned by foreign entities that is connected to a trade or business in the U.S., subject to U.S. tax.