我今天也收到这封信了,刚刚致电TDA客服询问,
他说台湾蛮多人来电询问...
其实还蛮简单处理的,只是个制式的表格回填。
客服要我们把"Foreign Tax ID Number"表格打印出来,
把表格内的基本资料如account number,姓名资料填写后,
最重要的就是以下字段:
1. TAX IDENTIFICATION NUMBER:
这个字段不用填,因为我们没有
2. REASONABLE EXPLANATION:
勾选第一个项目:I am not legally required to obtain a TIN in my
jurisiction of tax residence.
填写好此份文件后,拍照或扫描以mail回寄给TDA就可以了!
※ 引述《yvonne10126 (透)》之铭言:
: 今天收到一份TD 的e-mail
: A new regulation requires TD Ameritrade to collect your foreign tax
: identifying number before January 1, 2018. Our records as of September 6,
: 2017, indicate that we don't have this number on file for your account. To
: avoid backup withholding and comply with U.S. tax regulations, please send us
: a completed and signed Foreign Tax ID Number Form from each account owner.
: We encourage you to send us this form as early as possible. To allow time for
: processing, we'll need to receive it by December 8, 2017.
: If you have a foreign tax identifying number, you may provide this in the Tax
: Identification Number section of the form. If you are not legally required to
: obtain a tax identification number in your jurisdiction of tax residence, you
: may complete the Reasonable Explanation section. However, if your country has
: an Intergovernmental Agreement (IGA) with the United States and requires a
: foreign tax identifying number, TD Ameritrade cannot accept the Reasonable
: Explanation Form in lieu of that number.
: How to Send Us Your Form(s)
: You may send your form(s) to us electronically, fax it, or mail it to us.
: To submit the completed and signed form(s) electronically through our secure
: Message Center, scan it, along with any other material you're sending, then
: attach the scanned document(s) when you reply to this message.
: If you'd prefer, you can fax us your form(s) at 866-468-6268.
: Or you can mail it to us, at:
: TD Ameritrade
: 200 South 108th Avenue
: Omaha, NE 68154-2631
: United States of America (if you're mailing this material from outside the
: United States)
: 请问是什么意思呢?我该怎么做呢?
: 麻烦版大们解惑,谢谢