Re: [請益] IB美債配息預扣稅

我跟你類似

買公司債結果到期後整筆利息被預扣30%

甚至連活存利息都被預扣30%

開了support ticket去問感覺是IB搞烏龍

我開戶一個月了 他們有些稅務身分工作還沒處理完

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IB回覆如下：

[Initial Description: Interest Payments Getting 30% Withholding Tax]

Dear ryanlei,

Thank you for your message.

Kindly note, you had a pending IRS FATCA tax compliance task pending which
was reviewed and cleared.

Please note, you should receive a refund from the Bond Coupon Payment within
2-5 business days.

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過幾天後錢就退回來了

可以在 Statements -> Activity -> Withholding Tax 看到

原本的減項被加回來

was: Withholding @ 30% on Credit Interest for May-2023 -$xxx

added: CANCEL WITHHOLDING ON Credit Interest for May-2023 +$xxx

was: COUPON PAYMENT USD y.yyy PER SHARE - US TAX -$zzz

added: COUPON PAYMENT USD y.yyy PER SHARE - US TAX +$zzz

有類似問題的一定要找客服處理

連活存利息都被預扣明顯有問題

※ 引述《pronoob (pronoob)》之銘言：
: 0902更新
: 收到回信，跟語音客服回應不一致
: 等幾天看處理狀況再跟大家更新
: https://i.imgur.com/jGIBopW.jpg