作者dongyee (寻找稳定的幸福)
看板Foreign_Inv
标题Re: [问题] 请问TD Ameritrade今年的1042-S报表
时间Wed Apr 18 20:46:03 2012
最近也跟TDAmeritrade询问了,
看来我持有的,大多是没得退了…
关键在於台湾人适用於30%税率,
且BWX/VEA被认定为US securities,
如果想挑选可以退税的(non-US securities),该怎麽分辨呢?
Thank you for allowing me to assist you today. BWX and VEA are both US based
ETF's. They may have investments within their portfolio that are non-US,
however the ETF's are still US based securities.
Income earned from U.S. sources (such as dividends and interest from U.S.
companies) that is received by a nonresident alien is subject to a statutory
30% withholding rate. Residents of certain foreign countries may be entitled
to reduced rates under a tax treaty between their country of residence and
the United States.
Our records indicate that (Taiwan) does not have such a treaty, so any U.S.
source income earned would be withheld at the standard rate of 30%. (NOTE:
The W-8BEN does not exempt a foreign person from withholding on US source
dividends.)
This withholding does not apply to capital gains made from the sales of
securities. For further information regarding this withholding rate, please
refer to Publication 515, Withholding of Tax on Nonresident Aliens and
Foreign Entities. This publication can be found at www.irs.gov, the IRS's Web
site.
※ 引述《slimuslimu (史莱姆)》之铭言:
: 直接打电话问了TDAmeritrade的客服
: 如同dongyee得到的回答
: 客服人员明白的表示不会有其他的退税了
: 也没有corrected1042S
: 向他反应其他券商non-US ETFs有自动退税的动作
: 他表示会向上面反应
: 想请问大家依照目前的1042-S
: 有办法在1042NR schedule NEC的部份填入non-US ETF被预扣的金额而申请退税吗
: 不知道有没有人有成功的经验
: 十分感谢
--
※ 发信站: 批踢踢实业坊(ptt.cc)
◆ From: 219.85.132.87
1F:推 chingi:关键在於 BWX VEA被视为US-source income 04/19 09:06
2F:推 vyvian:这篇的论点在於 这些ETF的发行公司 Vanguard是美国公司 04/19 10:02
3F:→ vyvian:所以配息算是 US source income 04/19 10:02
4F:→ useful:这样不大合理吧!? 那投资欧洲的ETF呢 04/19 18:22
5F:推 gogo3333:我印象中就算归属美国来源 在XX金额以下 可以报税取回 04/21 02:35