請問TD Ameritrade今年的1042-S報表 - 投資

By Daph Bay
at 2012-03-25T16:43
at 2012-03-25T16:43
Table of Contents
小弟最近也在處理報稅問題,
寫信問了客服,得到以下回答。
Thank you for your inquiry. As a courtesy, TD Ameritrade will reverse any
withholding from a security that had income generated that was not subject to
the statutory nonresident alien withholding. This was completed on
02/21/2012, we were able to return $xxx. All other withholding remains and
is valid.
我一共持有四檔,TIP,BWX,VEA,VTI,
1042-S的股息代號也都是06,但只有TIP自動退稅,
打算申請ITIN及填寫1040NR申請退稅,
初次嘗試退稅,結果如何再跟版友報告。
※ 引述《vyvian (vyvian)》之銘言:
: 請問有人拿到TD Ameritrade今年發出的1042-S報表嗎?
: 我想知道TD的1042-S如何處理投資於美國資產與非美國區域資產?
: 有分開列嗎?
: 因為我去年在TD只有投資美國區域的ETF,所以收到的1042-S 股息代號都是06
: 06 Dividends paid by U.S. corporations--general
: 不知道非美國區域的標的,股息代號為何
--
寫信問了客服,得到以下回答。
Thank you for your inquiry. As a courtesy, TD Ameritrade will reverse any
withholding from a security that had income generated that was not subject to
the statutory nonresident alien withholding. This was completed on
02/21/2012, we were able to return $xxx. All other withholding remains and
is valid.
我一共持有四檔,TIP,BWX,VEA,VTI,
1042-S的股息代號也都是06,但只有TIP自動退稅,
打算申請ITIN及填寫1040NR申請退稅,
初次嘗試退稅,結果如何再跟版友報告。
※ 引述《vyvian (vyvian)》之銘言:
: 請問有人拿到TD Ameritrade今年發出的1042-S報表嗎?
: 我想知道TD的1042-S如何處理投資於美國資產與非美國區域資產?
: 有分開列嗎?
: 因為我去年在TD只有投資美國區域的ETF,所以收到的1042-S 股息代號都是06
: 06 Dividends paid by U.S. corporations--general
: 不知道非美國區域的標的,股息代號為何
--
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