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標題: TD ameritrade 1099s [打印本頁]

作者: zxcvb    時間: 2018-1-15 11:36     標題: TD ameritrade 1099s

請問各位前輩
我是用TD ameritrade ,收到以下訊息
請問有要做甚麼更新嗎?因為在大陸出差google 不能用
所以先來這邊發問
謝謝
                 
Consolidated Form 1099s
We expect to have all 1099s available online by February 15, 2018 and mailed by the IRS deadline. Depending on your activity and portfolio, you may receive your form earlier.

作者: Raimu    時間: 2018-1-15 11:52

https://retipster.com/1099-s/

This form is an important (and often overlooked) step in the closing process for every real estate transaction, and if you're in the practice of closing deals yourself, this is something you probably ought to be doing.
Why is it Necessary?To put it in the simplest of terms, the purpose of IRS Form 1099-S is to ensure that sellers are reporting their full amount of capital gains on each year's tax return (and thus, paying the appropriate amount of taxes to the IRS).
同學有從事不動產買賣嗎 ?
作者: Trytrylook    時間: 2018-1-15 14:39

如果為 NRA (Non-Resident Alien) 的身分單純進行美股的交易而已的話,基本上是不須理會的。
只要注意在報稅時1040NR上需要填的地方別漏填就好。

以上為個人經驗,若板上先進有不同的經驗再歡迎補充。
作者: zxcvb    時間: 2018-1-16 09:42

謝謝Raimu&Trytrylook 同學
小弟是小小投資客,還沒辦法在美國置產
作者: oslp2001    時間: 2018-2-1 12:29

奇怪!今年我收到1099表格,難道是更新W8ben表時,把ITIN碼寫進去的關係嗎?
作者: oslp2001    時間: 2018-2-1 12:43

已詢問過了~~因為更新W8BEN表格慢了,所以在那段時間如果領股息就會扣28%的稅金。之後拿到1042表格在一起申辦退還即可(以上為券商從業人員所述)




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