TD Ameritrade 的 PTP 10% 預扣稅清單 - 投資
By Joe
at 2022-12-23T11:11
at 2022-12-23T11:11
Table of Contents
借用 #1ZVjT_RU 這討論串改標題
今天收到 TD Ameritrade 的正式通知 email
PTP 的標的從 2023-01-01 開始會預扣賣出金額的10%稅金
並給出受影響的清單:
https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101696.pdf
裡面蠻多原物料、能源、貴金屬商品相關的 ETF
甚至連 UUP、UDN、ULE、EUO 這類的美元、歐元等貨幣 ETF 都中了
==== Email 原文如下 ====
If you transact any PTP security on or after January 1, 2023:
- We will withhold 10% of gross proceeds from sales of PTP securities and
certain distributions by PTPs.
- The transactions and related withholding tax will also be reported on Form
1042-S, Foreign Person's U.S. Source Income Subject to Withholding.
- This new PTP withholding tax is separate from the existing 37% withholding
for individuals and 21% withholding for entity accounts on payments of U.S.
source income from your account(s) in relation to PTP securities.
- The list of PTP securities, which is subject to change, can also be found at
by clicking here*.
※ 引述《Su22 (裝配匠)》之銘言:
: ※ 引述《yenyikoto (相忘於江湖)》之銘言:
: : 先說我有爬文
: : 目前看到11/4 的PTP名單
: : 我常買的ETF狂中啊Orz
: : 先問一題 VIX的衍生品如UVXY要抽10%稅
: : 但是VIX本身的期權也要嗎?
: : 另外,想請問大家對有關大盤的ETF有替代方案嗎?
: : 我目前是會轉成Options 或是 以TQQQ SQQQ等三倍ETF做
: : 但是像白銀的AGQ 天然氣的KOLD UNG等貴金屬、能源類全中了
: : 若想做該類產品大家有什麼解決方式呢??
: : 感謝
: : 並祝大家2023賺得盆盈缽滿
: 各位賢拜大家好!
: 我這樣替代大家看看如何
: 農糧類:
: 黃豆SOYB
: 小麥WEAT => MOO(VanEck農業企業ETF)
: 玉米CORN
: 能源類:
: 石油USO/USL => XOP(SPDR標普油氣開採與生產ETF)
: 天然氣UNG => FCG(First Trust天然氣ETF)
: 原本的PTP ETF是大宗商品期貨類
: 改成投資該大宗相關商品生產商的ETF
: 雖然不會100%正相關
: 但應該還算是合理的替代方案吧?
--
It's nice to be important, but it's more important to be nice.
--
今天收到 TD Ameritrade 的正式通知 email
PTP 的標的從 2023-01-01 開始會預扣賣出金額的10%稅金
並給出受影響的清單:
https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101696.pdf
裡面蠻多原物料、能源、貴金屬商品相關的 ETF
甚至連 UUP、UDN、ULE、EUO 這類的美元、歐元等貨幣 ETF 都中了
==== Email 原文如下 ====
If you transact any PTP security on or after January 1, 2023:
- We will withhold 10% of gross proceeds from sales of PTP securities and
certain distributions by PTPs.
- The transactions and related withholding tax will also be reported on Form
1042-S, Foreign Person's U.S. Source Income Subject to Withholding.
- This new PTP withholding tax is separate from the existing 37% withholding
for individuals and 21% withholding for entity accounts on payments of U.S.
source income from your account(s) in relation to PTP securities.
- The list of PTP securities, which is subject to change, can also be found at
by clicking here*.
※ 引述《Su22 (裝配匠)》之銘言:
: ※ 引述《yenyikoto (相忘於江湖)》之銘言:
: : 先說我有爬文
: : 目前看到11/4 的PTP名單
: : 我常買的ETF狂中啊Orz
: : 先問一題 VIX的衍生品如UVXY要抽10%稅
: : 但是VIX本身的期權也要嗎?
: : 另外,想請問大家對有關大盤的ETF有替代方案嗎?
: : 我目前是會轉成Options 或是 以TQQQ SQQQ等三倍ETF做
: : 但是像白銀的AGQ 天然氣的KOLD UNG等貴金屬、能源類全中了
: : 若想做該類產品大家有什麼解決方式呢??
: : 感謝
: : 並祝大家2023賺得盆盈缽滿
: 各位賢拜大家好!
: 我這樣替代大家看看如何
: 農糧類:
: 黃豆SOYB
: 小麥WEAT => MOO(VanEck農業企業ETF)
: 玉米CORN
: 能源類:
: 石油USO/USL => XOP(SPDR標普油氣開採與生產ETF)
: 天然氣UNG => FCG(First Trust天然氣ETF)
: 原本的PTP ETF是大宗商品期貨類
: 改成投資該大宗相關商品生產商的ETF
: 雖然不會100%正相關
: 但應該還算是合理的替代方案吧?
--
It's nice to be important, but it's more important to be nice.
--
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