關於TD Ameritrade的開戶問題 - 理財

※ 引述《eeg1987 (eeg)》之銘言：
: 第二個問題是，假若申請後，明年報退稅，能不能直接讓稅直接退到我的戶頭而不是
: 寄支票到台灣來?

因為有不少人在問，就順便回覆一下這個問題，
是的，TD Ameritrade 有提供 Direct Deposit 功能。

以下引用個人帳戶中的公告

Information about Direct Deposit

You may be able to automatically deposit your tax refund into your
TD Ameritrade account. Please refer to IRS or state instructions regarding
direct deposit to find out if you are eligible for this service.

If you are eligible and would like to have your federal or state tax refund
deposited into your TD Ameritrade account, enter the following information
into the appropriate fields on your Form 1040 and Form 1040A:
1. Enter this TD Ameritrade routing number in the Routing number line
2. Enter this First National Bank reference number in the first X(馬賽克)
boxes of the Account number line
3. Enter your TD Ameritrade account number in the last Y(馬賽克) boxes of
the Account number line

這個公告是個人化公告，也就是會直接告訴你要填什麼數字在報稅表格中。
公告中，有特別解釋，因規定非銀行不能直接 refund，
必需 route through First National Bank of Omaha。

我不確定這與有無申請 checking 有關，
我有申請 checking，所以只能說，有申請的應該可以，
若沒申請的人，就需要自行請教客服了。
※ 編輯: JFHo 來自: 61.31.150.113 (03/04 06:49)