Re: [請益] IB美債配息預扣稅

作者: ryanlei (雷恩雷)   2023-09-03 20:11:40
我跟你類似
買公司債結果到期後整筆利息被預扣30%
甚至連活存利息都被預扣30%
開了support ticket去問感覺是IB搞烏龍
我開戶一個月了 他們有些稅務身分工作還沒處理完
========
IB回覆如下:
[Initial Description: Interest Payments Getting 30% Withholding Tax]
Dear ryanlei,
Thank you for your message.
Kindly note, you had a pending IRS FATCA tax compliance task pending which
was reviewed and cleared.
Please note, you should receive a refund from the Bond Coupon Payment within
2-5 business days.
========
過幾天後錢就退回來了
可以在 Statements -> Activity -> Withholding Tax 看到
原本的減項被加回來
was: Withholding @ 30% on Credit Interest for May-2023 -$xxx
added: CANCEL WITHHOLDING ON Credit Interest for May-2023 +$xxx
was: COUPON PAYMENT USD y.yyy PER SHARE - US TAX -$zzz
added: COUPON PAYMENT USD y.yyy PER SHARE - US TAX +$zzz
有類似問題的一定要找客服處理
連活存利息都被預扣明顯有問題
※ 引述《pronoob (pronoob)》之銘言:
: 0902更新
: 收到回信,跟語音客服回應不一致
: 等幾天看處理狀況再跟大家更新
: https://i.imgur.com/jGIBopW.jpg
: ———————————
: 弟美債菜雞
: 潛水多年來此求助
: 大家都說美債免稅
: 在IB買直債最近收到第一筆配息
: 竟發現被扣了30%的稅款
: 客服給我下面這個回覆
: 說國債配息本來就要預扣稅
: 請各位前輩幫忙看看究竟是怎麼回事 QQ
: https://imgur.com/a/sIa2UyW
作者: foreverpei (Cheryl)   2023-09-09 18:13:00
公司債會被預扣嗎? 發行人是美國或英國公司有差嗎?

Links booklink

Contact Us: admin [ a t ] ucptt.com