看板Foreign_Inv
如同之前版上討論的,綠角那套把股息填在 ECI 的作法是有問題的。
正確的退稅方式請參見 Rib的投資學習筆記
https://ribtw.blogspot.tw/
我來分享我自己退稅的經驗。
我從2014年開始寫1040nr跟IRS退稅,其實還不難。尤其推薦 IB+Schwab 的組合。
(IB有好用的年度報表,Schwab有支票帳戶可以讓IRS轉錢進來)
我的退稅流程很簡單。IB二月底的會產生上個年度的股息總表,三月中會有1042s表單。
我都是三月下旬報稅,下載文件之後,把非美國來源的股息照Rib教學填好1040nr即可。
請務必要用DHL或FedEx或UPS寄,這樣處理速度會比較快喔。 (IRS自己說的)
https://www.irs.gov/uac/private-delivery-services-pds
地址我是寄到 3651 S IH35, Austin TX 78741, U.S.A.
我還會附上一封給美國國稅局的信解釋我為什麼要退稅,今年是這樣寫的:
Dear IRS officer:
The total dividend I have received in year 2015 is attached on following
pages.
To be specific, VEA and VWO are regulated investment companies acted as
pass-thru entities defined in section 1 (h)(10) of the Internal Revenue Code
(IRC), and more than 80% of its gross income was received from foreign source
(100% in VEA and 100% in VWO).
According to section 871(i)(2)(B) and 881(d) of the IRC, No tax is imposed on
the dividend paid by a U.S. corporation that received at least 80% of its
gross income from foreign business.
Therefore, I put the dividend received from VEA and VWO on Form 1040NR,
Schedule NEC, line 1b (Foreign corporations) and claim 0% tax rate.
Sincerely yours
XXX (親筆簽名)
總之,這三年退稅都非常順利。
2014年初次退稅,順便申請ITIN。文件三月底寄出,四月十六款項就會入了,一毛不少。
2015年的文件也是三月底寄出,這次比較慢,六月二十四才入帳,IRS還算錯多給錢。
2016年的文件比較晚寄出,我拖到四月底才寄,七月二十八入帳,也是一毛不少。
跟大家分享 ^_^
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※ 批踢踢實業坊(ptt.cc), 來自: 36.236.78.186※ 文章網址: https://www.ptt.cc/bbs/Foreign_Inv/M.1469724298.A.143.html
推 kitten123: 推 07/29 00:51
推 afakao: 我也是參考Rib 退稅 07/29 08:30
推 cc1plus: 推 07/29 08:34
推 XperiaZ6C: 推 07/29 09:01
推 mobinyu: Push 07/29 09:40
推 ruve: 推 07/29 15:15
推 ray2501: 推 07/29 16:36
推 jason751231: 感謝分享 07/29 17:13
推 boogieman: 收藏先 三年到了再一次申請看看 07/29 19:11
推 daze: 今天收到退稅支票,用Schwab mobile deposit存入,五分鐘內 07/29 23:53
→ daze: 就入賬了...超神速。 07/29 23:54
推 polozero1: 感謝分享! 07/31 07:50
推 comans: 按綠角方式,已收到2015退稅,2014尚未收到。 08/10 08:21
推 nininn: 感謝分享 02/11 23:07
推 windalso: 推 05/31 16:57
推 cherish1112: 推 11/06 01:23