相信有些人也在TD的Message Center收到了W-8BEN文件的更新说明。
总之,落落长的一大串的意思就是山姆大叔要来跟你追税了,
所以好心的TD来提醒各位:
If we don't receive an updated W-8BEN by December 10, 2014, we will be
required to convert your foreign account to a U.S. Taxpayer account after
December 31, 2014.
In addition, TD Ameritrade will be required by the
Internal Revenue Service (IRS) to withhold 28% of all interest, dividends,
options transactions, and sales proceeds until we receive the necessary
documentation. So we hope you'll respond soon.
所以囉,又要花一笔邮资费了,paperwork only.
若没有美国境内住址的话,就只需准备2014版的W-8BEN文件一份。
但我想大家可能早忘了(就是我忘了:D )W-8BEN要怎写,所以小弟有找到Firsttrade
的2014版填写范例给大家参考:
http://d4l0yihtmj3iw.cloudfront.net/forms/zh-tw/w-8i.pdf
希望有帮助到各位 :)