tag:blogger.com,1999:blog-932191244309659795.post8634796410951527593..comments2024-03-29T15:53:01.474+08:00Comments on 魔術師的伊謝爾倫日記: 魔術師可以問美帝取回幾多股息陀地(2016)?不敗的魔術師http://www.blogger.com/profile/12738598802399619797noreply@blogger.comBlogger19125tag:blogger.com,1999:blog-932191244309659795.post-9339113360955127312020-03-27T01:47:38.689+08:002020-03-27T01:47:38.689+08:00不用客氣!不用客氣!不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-13082535370222155602020-03-26T23:58:14.528+08:002020-03-26T23:58:14.528+08:00感謝!感謝!Brianhttps://www.blogger.com/profile/13976515835354643354noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-47667968309920339312020-03-25T21:18:52.021+08:002020-03-25T21:18:52.021+08:00可以.可以.不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-82157031050740045852020-03-25T20:50:17.825+08:002020-03-25T20:50:17.825+08:00就如你於上面HEDJ的Tax Supplement Report的做法嗎?就如你於上面HEDJ的Tax Supplement Report的做法嗎?Brianhttps://www.blogger.com/profile/13976515835354643354noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-12550543883891574632020-03-25T19:43:05.927+08:002020-03-25T19:43:05.927+08:00無. 照填1040NR, 框住 attachment, 再加 printout excel spre...無. 照填1040NR, 框住 attachment, 再加 printout excel spreadsheet 便可....不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-20373716026773751712020-03-25T14:54:31.624+08:002020-03-25T14:54:31.624+08:00魔術師,我已在卷商的網站找到foreign source income既證據。報稅時除了attach...魔術師,我已在卷商的網站找到foreign source income既證據。報稅時除了attach證據外,請問你當時有額外以文字詳細向IRS解釋當中可以退稅的理由嗎?Brianhttps://www.blogger.com/profile/13976515835354643354noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-26243044644703869102019-01-31T23:12:45.410+08:002019-01-31T23:12:45.410+08:00好說.好說.不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-57621976754580183182019-01-31T15:59:58.027+08:002019-01-31T15:59:58.027+08:00謝謝賜教!謝謝賜教!jkdlcyhttps://www.blogger.com/profile/11246508735295878381noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-65589788410981617962019-01-31T14:52:33.594+08:002019-01-31T14:52:33.594+08:00//是否要先向EEM及VWO發行商取得證據
問 Fund house 抑或是自行在網上下載, 隨你...//是否要先向EEM及VWO發行商取得證據<br /><br />問 Fund house 抑或是自行在網上下載, 隨你喜歡. 不過無證據, 你又如何證明自己entitle 幾多退稅金額呢.<br /><br />你仲要有IB 每年出的 tax report, 可以login 再在 tax section download; 而且要計,仲要有1042-S (每年3月15日出);如果你無ITIN, 亦要申請, 請將W-7連同1040NR一併遞交.<br /><br />以上詳情, 我全部有寫,請自行爬文查閱.不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-76281490337583414582019-01-31T13:45:41.386+08:002019-01-31T13:45:41.386+08:00感謝魔兄回覆!
請問我是否要先向EEM及VWO發行商取得證據才填寫1040NR申請退稅?還是直接填...感謝魔兄回覆!<br /><br />請問我是否要先向EEM及VWO發行商取得證據才填寫1040NR申請退稅?還是直接填寫1040NR申請退稅即可?<br /><br />謝謝!jkdlcyhttps://www.blogger.com/profile/11246508735295878381noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-91587939043369265552019-01-31T12:45:31.648+08:002019-01-31T12:45:31.648+08:00對, IB 是不會幫客戶處理 ETF 內部的 foreign income, 情況跟我處理HEDJ ...對, IB 是不會幫客戶處理 ETF 內部的 foreign income, 情況跟我處理HEDJ 一樣.不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-29268018212660208842019-01-31T10:39:10.262+08:002019-01-31T10:39:10.262+08:00魔兄:
我向IB提問EEM及VWO兩隻投資新興市場的ETF會否收30% withholding t...魔兄:<br /><br />我向IB提問EEM及VWO兩隻投資新興市場的ETF會否收30% withholding tax,IB回覆如下:<br />You are a resident of Hong Kong. There is no tax treaty signed between Hong Kong and the United States regarding Dividends, therefore the tax withheld for US Dividends will be 30%.<br /><br />這樣,我要向美國稅局申請退稅嗎?<br /><br />謝謝!jkdlcyhttps://www.blogger.com/profile/11246508735295878381noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-19238756580121537962018-11-14T21:51:55.822+08:002018-11-14T21:51:55.822+08:00理解正確。理解正確。不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-28802092581772308952018-11-14T16:57:32.847+08:002018-11-14T16:57:32.847+08:00魔兄 好,
感謝您辛苦的整理資料, 以及詳盡的說明. 這樣美國註冊的ETF, 但股息來源是fore...魔兄 好,<br /><br />感謝您辛苦的整理資料, 以及詳盡的說明. 這樣美國註冊的ETF, 但股息來源是foreign income的情況下, 是可以退稅的.<br /><br />Andyloveandyhttps://www.blogger.com/profile/03786875881803473535noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-87717337669063919732017-04-18T23:33:17.840+08:002017-04-18T23:33:17.840+08:00//魔兄做得好!
好說好說.
//似乎如果發行公司在美帝本土而投資物卻在國外的話,會容易收多咗W...//魔兄做得好!<br /><br />好說好說.<br /><br />//似乎如果發行公司在美帝本土而投資物卻在國外的話,會容易收多咗Withholding Tax。<br /><br />正是如此.不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-70349727828758755142017-04-18T18:58:52.690+08:002017-04-18T18:58:52.690+08:00//Anyway I saw a section on the U.S. IRS website w...//Anyway I saw a section on the U.S. IRS website which I think might be relevant (https://www.irs.gov/publications/p519/ch03.html#en_US_2016_publink1000257145). <br /><br />I think for bond interest, you can also read exemption for "portfolio interest":<br />https://www.irs.gov/publications/p519/ch03.html#en_US_2016_publink1000222265<br /><br />//There are summaries identifying the amount and portion of NRA Exempt Qualified Interest Income. <br /><br />Good observation. Attention to details always make you good. My further readings are included with a reason. XD<br /><br />//bond ETFs haven't been well discussed so far<br /><br />See my article IB 自動自覺幫你退稅?. I have talked about XMPT. Even it is a bond ETF which is certainly paid with 99% tax exempt (because the ETF invests in State and local government obligations), IB still charges 30% withholding tax upfront and then returns the "incorrectly" whthheld money to me in form of "tax adjustment" at year end.<br /><br />My gut feeling makes me believe that IB will do the same for other bond ETF (depending on the percentage stated in the Fund House document). Also depending on the income code 1040-S, you may try to claim back the "remaining" sum of money from IRS (due to portfolio interest) too.<br /><br />Of course, I do not know which broker you are using and whether you have the proper 1042-S which is the key document for any further action... That's why I cannot chase back part of the withholding tax charged by HSBC last year for VNQ dividend...不敗的魔術師https://www.blogger.com/profile/12738598802399619797noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-34069612088457706782017-04-18T17:05:43.733+08:002017-04-18T17:05:43.733+08:00My apology for overlooking the link "iShares ...My apology for overlooking the link "iShares > Client Resources > Financial, Tax and Legal Documents" (https://www.ishares.com/us/library/tax). There are summaries identifying the amount and portion of NRA Exempt Qualified Interest Income. <br /><br />So it is possible to have part, if not all, of the WHT refunded... <br /><br />Will Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-4686686307303768622017-04-18T15:49:58.457+08:002017-04-18T15:49:58.457+08:00魔兄做得好!
似乎如果發行公司在美帝本土而投資物卻在國外的話,會容易收多咗Withholding T...魔兄做得好!<br />似乎如果發行公司在美帝本土而投資物卻在國外的話,會容易收多咗Withholding Tax。風中追風https://www.blogger.com/profile/01518501085208630672noreply@blogger.comtag:blogger.com,1999:blog-932191244309659795.post-53067349019400507412017-04-18T15:19:59.997+08:002017-04-18T15:19:59.997+08:00Dear Magician, really grateful to read your series...Dear Magician, really grateful to read your series on U.S. withholding tax. It really does highlight the importance of selecting a proper structure/ vehicle for investing in the U.S. public market. <br /><br />I'm considering some onshore U.S. bond ETFs for their relatively high yields and USD-denomination. However as a Hong Kong-based NRA I'm concerned about claiming refunds for the 30% WHT from the U.S. IRS. <br /><br />I've read several articles online (including this one and your other pieces), but bond ETFs haven't been well discussed so far. Anyway I saw a section on the U.S. IRS website which I think might be relevant (https://www.irs.gov/publications/p519/ch03.html#en_US_2016_publink1000257145). <br /><br />[QUOTE] <br />Nonresident Aliens<br />Nonresident aliens can exclude the following items from their gross income.<br /><br />[...]<br /><br />Certain interest-related dividends. There is no 30% tax on interest-related dividends from sources within the United States that you receive from a mutual fund or other regulated investment company in 2016. The mutual fund will designate in writing which dividends are interest-related dividends. <br />[UNQUOTE]<br /><br />According to this section, it seems to me that the withholding shouldn't happen for distributions from the said bond ETFs (although some said dividends from the bond ETFs are deemed equivalent to equity dividends). Or if the withholding does occur, the investor of the said ETFs can claim refund from the IRS. <br /><br />Is it also your opinion that my interpretation is likely true? <br /><br />With my very best regards, <br />William Anonymousnoreply@blogger.com