※ 引述《tucson (tucson)》之銘言：
: 有收到基金公司寄給我的一封信說我的w8已經過期了。要我重新寄過去。但是我一忙就忘
: 記了。等到發現這一封信的時候已經是3年前的事了。請問w8沒有填寫的話會有什麼問題
: 嗎。總投資金額應該差不多是3000塊美金左右。他的30%的預扣款大約5-6塊美金。請問如
: 果W-8就這樣子放著不理他會怎麼樣嗎
會怎樣要看基金公司。
TD的話：
If we don't receive an updated W-8BEN by MM-DD-YYYY, we will be
required to convert your foreign account to a U.S. Taxpayer account after the
end of this year. 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.
- California residents* who are subject to federal backup withholding on
their account will have an additional 7% withholding at the
state level on their gross sales proceeds, long-term capital gains
distributions, cash liquidation transactions, royalties, and
substitute payments, for a total of 35% withholding.
- Maine residents* who are subject to federal backup withholding will have
an additional 5% withheld at the state level on their sales
transactions, interest, and dividends, for a total of 33% withholding.
* Residency of a particular state is determined by the mailing address on
your account.