tag:blogger.com,1999:blog-1264116278467470539.post6083446663379907306..comments2024-03-28T09:31:58.816+08:00Comments on 綠角財經筆記: 填寫美國券商TD Ameritrade的Form W8BEN需特別注意事項(What You Should Know Before Sending W8BEN to TD Ameritrade)綠角http://www.blogger.com/profile/09057178964836952329noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-1264116278467470539.post-58056542806677111682017-09-23T11:59:02.146+08:002017-09-23T11:59:02.146+08:00謝謝COCO的分享~謝謝COCO的分享~綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-41402060072621346142017-09-23T11:58:51.228+08:002017-09-23T11:58:51.228+08:00JJ 不客氣~JJ 不客氣~綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-3626246049452203672017-09-20T21:32:52.021+08:002017-09-20T21:32:52.021+08:00我在更新表單的TIN還是填N/A,然後在理由中說明台灣並無提供TIN。
9/20已收到message...我在更新表單的TIN還是填N/A,然後在理由中說明台灣並無提供TIN。<br />9/20已收到message說已更新我的W-8表。<br />3年後再來填身份證字號好了~cocohttps://www.blogger.com/profile/06573045262447849213noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-87383902657881862562017-09-19T21:48:57.674+08:002017-09-19T21:48:57.674+08:00Thanks so much !!Thanks so much !!JJhttps://www.blogger.com/profile/17734929524120436428noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-77295877194061528822017-09-15T21:26:27.171+08:002017-09-15T21:26:27.171+08:00FTIN 文件上的說明是“非美國人“的報稅認證 (taxpayer identification ...FTIN 文件上的說明是“非美國人“的報稅認證 (taxpayer identification number TIN). <br /><br />第二點的理由說明是你沒有TIN, 也就是你沒有報稅,在字面上是不合理的。<br /><br />應該是rib大說的才是正確的。<br /><br />第一點的聲明上寫下您的“身份證字號“<br />u802005https://www.blogger.com/profile/14873366752852001372noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-63032817855707776532017-09-15T09:30:11.838+08:002017-09-15T09:30:11.838+08:00請問綠角和各位前輩Foreign Tax ID Number & Reasonable Ex...請問綠角和各位前輩Foreign Tax ID Number & Reasonable Explanation Form要怎麼填?JJhttps://www.blogger.com/profile/17734929524120436428noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-56577451769793384632017-05-09T08:39:37.814+08:002017-05-09T08:39:37.814+08:00If your country has an Intergovernmental Agreement...If your country has an Intergovernmental Agreement (IGA) with the United States and requires an FTIN,英文不太好,但照字面翻議是如果貴國有與美國的政府間協議(IGA),「並且」要求提供FTIN<br />既然台灣有簽屬IGA,但並沒有FTIN,所以就是填上n/a,並填另一份解釋說明書,勾選第一項,填上Taiwan就可以了,這個稍早有跟TD券商作過電話確認,有問題會再通知!Anonymoushttps://www.blogger.com/profile/14169268900709883354noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-16494152497282638832017-05-08T19:17:16.471+08:002017-05-08T19:17:16.471+08:00謝謝Rib的解說謝謝Rib的解說綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-47431009646471354562017-05-01T03:50:39.038+08:002017-05-01T03:50:39.038+08:00台美IGA在6-30-2014就已經簽署,雖然國內遲遲未完成立法程序,但已經被視同生效:
新聞:
h...台美IGA在6-30-2014就已經簽署,雖然國內遲遲未完成立法程序,但已經被視同生效:<br />新聞:<br />http://www.chinatimes.com/newspapers/20170210000157-260205<br /><br />IRS的列表:<br />https://www.treasury.gov/resource-center/tax-policy/treaties/Pages/FATCA.aspx<br /><br />按TD Ameritrade的通知內容,台灣屬於不能以Missing Foreign Tax ID Number Reasonable Explanation取代的國家,所以Line 6一定要填入FITN (雖然IRS的填表說明似乎沒有這樣明確這樣要求),所以台灣朋友就請乖乖填上台灣的身分證字號吧,台灣金融機構的範例是這樣建議的,有Ribhttps://www.blogger.com/profile/07864829721177231913noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-59860804380453777222017-04-30T14:21:15.843+08:002017-04-30T14:21:15.843+08:00請問綠角和各位前輩Reasonable Explanation Form要怎麼填?
是不是在第一個選...請問綠角和各位前輩Reasonable Explanation Form要怎麼填?<br />是不是在第一個選項填Taiwan就可以?Muxin的札記和其它https://www.blogger.com/profile/09621190389981166158noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-88051529297470019262017-04-29T18:18:22.288+08:002017-04-29T18:18:22.288+08:00謝謝分享新消息~謝謝分享新消息~綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-44135705301272255202017-04-29T15:46:42.676+08:002017-04-29T15:46:42.676+08:00今天收到TD寄來要求要更新W-8ben文件。其中有寫到
New this year: You are...今天收到TD寄來要求要更新W-8ben文件。其中有寫到<br />New this year: You are now required to provide your Foreign Tax Identification Number (FTIN) on Line 6 of the Form W-8BEN. If you do not have an FTIN, please complete a Reasonable Explanation Form and submit it with your other required paperwork.<br />Reasonable Explanation Form 網址:https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100566.pdf<br /><br />看來彼得湯姆https://www.blogger.com/profile/07438511790021452703noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-7892615570609038362017-04-29T07:00:05.356+08:002017-04-29T07:00:05.356+08:00剛剛收到TD Ameritrade的W8-BEN更新通知,他特別提到FTIN要填要不然要填理由。訊息...剛剛收到TD Ameritrade的W8-BEN更新通知,他特別提到FTIN要填要不然要填理由。訊息如下:<br />New this year: You are now required to provide your Foreign Tax Identification Number (FTIN) on Line 6 of the Form W-8BEN. If you do not have an FTIN, please complete a Reasonable Explanation Form and submit it with your other required paperwork. Note: If your country has an Intergovernmental Agreement (IGA) with the United States and 向陽小農https://www.blogger.com/profile/01790422389783715629noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-11329934397699384882015-08-03T14:49:38.942+08:002015-08-03T14:49:38.942+08:00Affidavit of Unchanged Status是用來回溯W-8ben生效日期的,例如券商...Affidavit of Unchanged Status是用來回溯W-8ben生效日期的,例如券商事後才發現某國外客戶並無有效的W-8ben,請客戶補W-8ben時,因為簽署日期已經遲了,就可以用這個東東彌補之前券商程序不完整的問題。之前記得之前有一位朋友分享他沒及時提供W-8BEN,後來才補寄時,券商就要求他必須填TDA268.pdf。<br /><br />綠角講的這個版本應該就是把二者合而為一了。理論上,在W-8BEN有效期間內就預先更新的人,應該是不用簽這個也沒關係的。當然,最後還是以券商的說法為準。反正現在都用電子檔案傳送,錯了要改也不麻煩。Ribhttps://www.blogger.com/profile/07864829721177231913noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-12257626867242413472015-08-03T06:51:04.821+08:002015-08-03T06:51:04.821+08:00謝謝匿名朋友的分享~謝謝匿名朋友的分享~綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-88785016032487188042015-07-29T12:00:54.348+08:002015-07-29T12:00:54.348+08:004月時上TD Ameritrade 的網站更改了通訊地址後,TD 從message center 寄...4月時上TD Ameritrade 的網站更改了通訊地址後,TD 從message center 寄了一份 substitute W8BEN PDF,要我填完印出後簽名再掃成電子檔寄回;遲至7月下旬完成後,TD通知我的W8BEN 有效期限展延至2018年12月31日.另外有一段訊息如下:<br />If you need to certify that your foreign tax status is applicable going back to the first on the current tax year, please submit (by fax of the secure Message Center) an Affidavit of Unchanged Status.(TDA268.pdf)<br />似乎最後一個簽名另有專門用途.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-54310469244460211242015-07-12T22:17:56.074+08:002015-07-12T22:17:56.074+08:00請馬上跟券商更新W8BEN表~
請馬上跟券商更新W8BEN表~<br />綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-14944758445699024922015-07-10T09:23:09.425+08:002015-07-10T09:23:09.425+08:00綠角大,我慘了,w-8ben過期了半年以上,已經被扣高額稅金了,我該怎麼辦?(我的美國券商是TD A...綠角大,我慘了,w-8ben過期了半年以上,已經被扣高額稅金了,我該怎麼辦?(我的美國券商是TD Ameritrade)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-26254114753458455922015-06-08T22:22:09.783+08:002015-06-08T22:22:09.783+08:00冒昧請問,開立海外帳戶時,可否使用台灣的郵政信箱地址? 或是一定要看似是實體居所的地址?冒昧請問,開立海外帳戶時,可否使用台灣的郵政信箱地址? 或是一定要看似是實體居所的地址?CYETnoreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-43575597741382348512015-06-07T07:41:11.297+08:002015-06-07T07:41:11.297+08:00謝謝Rosita的經驗分享~謝謝Rosita的經驗分享~綠角https://www.blogger.com/profile/09057178964836952329noreply@blogger.comtag:blogger.com,1999:blog-1264116278467470539.post-13272262498669218152015-06-04T17:28:06.387+08:002015-06-04T17:28:06.387+08:00前幾個星期也更新的w8ben form. 因為沒有掃描機所以簽名後用手機拍下, TDA 也回覆說可以...前幾個星期也更新的w8ben form. 因為沒有掃描機所以簽名後用手機拍下, TDA 也回覆說可以, 蠻方便的, 給大家做參考!Rositanoreply@blogger.com