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美股特別股ACGLP

請問有人在TD購買TBC嗎?
我的TBC被扣30%的W-8 WITHHOLDING.
剛打電話給中文客服,客服回覆:因為這是一檔特別股,所以台灣的居民就股息收益要扣30%的稅....
克勞蒂亞貓 wrote:



不是11/1才...(恕刪)



配息11/2入富邦的帳戶,確實沒扣30%稅金
請問一下,我透過富邦複委託買PRS (Prudential Financial, Inc., 5.625% Junior Subordinated Notes due 8/15/2058),要被扣30%的稅,但上網查ETD不是不用扣稅嗎??

請問這一段的意思應該就是指不能享有減稅優惠 吧?

--> "Distributions paid by .....are NOT eligible for the preferential 15%~20% tax rate on dividends and ....for corporate...."
renita.c2010 wrote:
請問有人在TD購買TBC...(恕刪)


TBC應不用,可以附上IPO(https://www.sec.gov/Archives/edgar/data/732717/000119312518229289/d570582d424b2.htm)去爭取看看~ 在S-13的部份有寫....

PRS好像應該也不用(https://www.sec.gov/Archives/edgar/data/1137774/000119312518241519/d588249d424b2.htm#suprom588249_12)~S-28有寫

再請高手確定....
直接跟你的營業員反應,請他跟總行複委託帳務人員反應,PRS是新發行的ETD,有時會誤扣.
我的TBC,大樹複委託也沒扣。
Nuke worker wrote:



配息11/2入...(恕刪)
TD回了:
Thank you for contacting TD Ameritrade. The interest payment you received on 11/02/2018 was classified as a dividend by TBC. Since the company declared this payment as a dividend it was subject to the foreign withholding.

This dividend payment is eligible to be reported as interest. On your 2018 1099 you will see this reported as such, and in February you will receive a refund for the withholding.

看來是能退,只是要等到2019的2月份才能拿到。但不確定是不是未來每次發利息都會先預扣...
請問一下,我透過富邦複委託買PRS (Prudential Financial, Inc., 5.625% Junior Subordinated Notes due 8/15/2058),要被扣30%的稅,但上網查ETD不是不用扣稅嗎??

我電洽富邦證,回:因為是新特別股,系統自動顯示扣稅,會再修正。
剛查系統:免扣稅!
我自己的經驗是曾經下單過一檔剛上市沒多久的ETD, 可能比較冷門結果是富邦的系統連名字都敲不進去, 隔天報告營業員之後再隔天就可以下單了..

我相信上面對於ETD的諸多疑問可能跟台灣的複委託系統沒有即時更新同步資訊有關...
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