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Hilfe bei W8 Formular / interactivebrokers ?? - 500 Beiträge pro Seite



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Hallo !
Wer kann mir weiterhelfen:
Was muss ich beim W8 Formular ausfüllen, bzw welches muss ich auswählen: verstehe nur Bahnhof:

IRS Form W-8BEN To access this form click here.
Interactive Brokers LLC must receive IRS Form W-8BEN from any foreign person or organization to which IB makes payment if such foreign person or organization is the beneficial owner of the income, whether or not it is claiming a reduced rate of, or exemption from, withholding. The beneficial owner must enter its U.S. Taxpayer Identification Number ("TIN") if it is a beneficial owner that is claiming benefits under an income tax treaty. A TIN is not required to claim treaty benefits for (i) dividends and interest from stocks and debt obligations that are actively traded; (ii) dividends from any redeemable security issued by an investment company registered under the Investment Company Act of 1940 (a mutual fund); (iii) dividends, interest, or royalties from units of beneficial interest in a unit investment trust publicly offered and registered under the Securities Exchange Act of 1933; (iv) income related to loans of any of the foregoing. Interactive Brokers must also receive IRS Form W-8BEN when a payee claims an exception from domestic information reporting as a foreign person or to establish that certain income is not effectively connected with the conduct of a U.S. trade or business.

IRS Form W-8IMY To access this form click here.
If you receive income on behalf of another person, then you are considered to be an intermediary under U.S. tax law. An intermediary who receives income from Interactive Brokers must pay such income to either the beneficial owner of the income or to other intermediaries. Interactive Brokers must receive IRS Form W-8IMY from any person that is an intermediary. If you have elected to become a Qualified Intermediary (see instructions) and do not have U.S. nonexempt recipient clients (see instructions) you must submit a completed IRS Form W-8IMY to Interactive Brokers.

Please note that Interactive Brokers will not be able to conduct business with an intermediary that requires Interactive Brokers to withhold taxes. This means that Interactive Brokers may not maintain an account for a non-Qualified Intermediary, Foreign Partnership or Foreign Trust.

Accordingly, if you are not a Qualified Intermediary, please call the Interactive Brokers Help Desk at 1-877-442-2757 (if you are in the United States) or at 1-800-0084-0084 (if you are located outside the United States) immediately and provide your account information. The Interactive Brokers Help Desk will relay this information to the Interactive Brokers Compliance Department for further handling.

IRS Form W-8ECI To access this form click here.
Interactive Brokers must receive IRS Form W-8ECI from any foreign person or organization to which Interactive Brokers makes payment if such foreign person or organization is the beneficial owner of the income, and such foreign person or organization claims that the income is effectively connected with a U.S. trade or business within the U.S. The foreign person or organization must enter a U.S. Taxpayer Identification Number ("TIN"). If Interactive Brokers receives IRS Form W-8ECI, IB may treat all of the U.S. source income paid to the beneficial owner as effectively connected with the conduct of a trade or business within the U.S.

IRS Form W-8EXP To access this form click here.
Interactive Brokers must receive IRS Form W-8EXPfrom a foreign government, international organization, foreign central bank of issue, foreign tax exempt organization, foreign private foundation or government of a U.S. possession which claims exemption from withholding.


Vielen Dank im voraus!!

viele grüße
boldmann


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