[討論] TD對於債券ETF退稅的回應
今年三月的時候，TD有退了部分預扣稅款，包括TIP、BND等
以下是信件來回的內容
問:
請問關於三月份的退稅，可否解釋其原因?
TD答:
On 3/6, we made NRA adjustments to foreign accounts that had withholding
on income that has reallocated to Return of Capital or Long-Term Capital Gains.
These types of income are not subject to NRA withholding.
When a security reallocates we will reverse the foreign withholding that was
done on that portion of the income.
這與第一理財的回應相同，退稅的原因是股息的性質是免稅
再問:
Vanguard網站中的"2012 Nonresident alien (NRA) layout spreadsheet"
http://0rz.tw/Cnsyl
其中可以看到BND的股息有部分屬於
NRA Exempt Income Div which "Attributed to Interest Income" (利息型股息)
根據Publication 519，這部分NRA是免除30% tax
請問你們是否會幫忙退稅?
TD答:
TD Ameritrade does not collect or maintain information regarding the funds
portfolio or sources of income. You may wish to consult a tax advisor for
assistance with your tax filings.
簡單來說，TD不會幫忙退稅
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※ 編輯: iceman0603 來自: 220.134.22.55 (04/19 22:12)