Have you figured it out with IB?
It seemed to me that IB withheld full 30% on these ETFs.
Is there a list of fixed income ETFs without 30% withholding taxes for non-US citizens?
- Thread starter Daal
- Start date
Have you figured it out with IB?
It seemed to me that IB withheld full 30% on these ETFs.
You need fill out the form W-8BEN.When i held ETF MINT by paying divis i paid 0% WHT but between 1.1.-17.2. ( annual settlement)they taxed that part of the dividends which was taxable.
i paid total 5% WHT tax on dividends.
I have already filled out W-8BEN.
May I know where you can find these detailed percentages withheld for individual tickers?
Is it some report on Account Management?
Thank you very much.
write in google search
Qualified Interest Income (QII) and Short-Term Capital Gains
Pimco,Ishares,SPDR,Invesco,JPMorgan asset management
Sorry, this is not what I was asking.
I wanted to know where you found out how much exactly IB had withheld for a ticker.
I need to verify whether IB actually withheld less than 30% for some tickers.
Thank you.
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special treates for dividends are by REITS,BDC, and ETF that paid interest related dividend but you will not find this info on ibkr pages. I think that by MLP they issue K-1 are dividend distribution taxed with 30% WHT
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How did you know that you actually paid total 5% tax on dividends on IB?
nkass above said that IB charged him 30% on interest dividend, which was in line with my observation.
My 1042-S report from IB shows 30% withheld even though I had submitted W-8BEN.
By receiving dividend from MINT ETF i received dividends tax free.This 5% WHT I was taxed between 1.1-17.2 in the annual settlement. I am retail investor. And now i cant by ETF and use closed end funds
Which IB report showed that they actually withheld 5% instead of 30%?
Did you verify the number with IB? Or did you just guess that IB complied with the ETF prospectus?
this has nothing to do with IB. but with ETF administrator