Re: [問題] 請問TD Ameritrade今年的1042-S報表
最近也跟TDAmeritrade詢問了，
看來我持有的，大多是沒得退了…
關鍵在於台灣人適用於30%稅率，
且BWX/VEA被認定為US securities，
如果想挑選可以退稅的(non-US securities)，該怎麼分辨呢?
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 (史萊姆)》之銘言：
: 直接打電話問了TDAmeritrade的客服
: 如同dongyee得到的回答
: 客服人員明白的表示不會有其他的退稅了
: 也沒有corrected1042S
: 向他反應其他券商non-US ETFs有自動退稅的動作
: 他表示會向上面反應
: 想請問大家依照目前的1042-S
: 有辦法在1042NR schedule NEC的部份填入non-US ETF被預扣的金額而申請退稅嗎
: 不知道有沒有人有成功的經驗
: 十分感謝
--
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