Fees & Interest

Who is subject to the dividend equivalent withholding tax?

The tax applies to qualifying positions held in an account of a non-U.S. taxpayer...

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General Questions

I am not a U.S. taxpayer. Why do I have to submit IRS Form W-8?

IRS Form W-8 certifies non-U.S. taxpayer status and claims reduced tax on U.S. securities income. Without it, brokers might impose extra withholding tax and report non-compliance. Instructions for updating tax forms are in the Client Portal Users' Guide.

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