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本帖最后由 HelloFreeWorld 于 2022-3-25 16:55 编辑
求教大家一个问题,描述如下:
本人在国内开了TD Ameritrade的账号炒美股,那时填的是国内地址。
现在到了美国了,J1身份。以前也在美国呆过1年多,应该超过183天了。
请问这种情况,
(1)需要跟TD Ameritrade更新新的地址信息吗?
(2)如果用之前的账号炒股,股票收入还需要向IRS报税吗?
(3)目前J1身份是有中美免税协议,tax treaty的,炒股收入可以exempt吗?
TD公司的个人中心,说information change了,需要update I-W8BEN表,请问我现在算是resident of U.S.吗?
我以前肯定是non-citizen和non-resident的。
TD的个人中心有这么一个页面:
Is it time to update your W-8BEN?
Complete a W-8BEN if:
You received a message in the secure Message Center saying that your form is due
Your form has expired
Your information has changed
You must provide a new IRS Form W8-BEN every three years or sooner if your information changes. If we don't have a current W-8BEN on file for your account, you'll be subject to trading restrictions and backup withholding. Joint account owners should complete a paper W-8BEN, available at Client Services > Forms & Agreements.
The IRS requires that you fill out this form using English characters only.
请大家指点一下,多谢多谢!
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