Примечание: транзакции, представленные в бланке IB Формы 8949, включают транзакции с опционами, о которых с 2012 налогового года брокеры не обязаны сообщать в IRS в Форме 1099-B.
Шаг 6: Выберите кратко- или долгосрочный тип:
For Form 8949 worksheet Part 1 Box A: Short–Term (Для поля A Части 1 бланка Формы 8949: краткосрочный)
For Form 8949 worksheet Part 1 Box B: Short–Term (Для поля B Части 1 бланка Формы 8949: краткосрочный)
For Form 8949 worksheet Part 1 Box C: Short–Term (Для поля C Части 1 бланка Формы 8949: краткосрочный)
For Form 8949 worksheet Part 1 Box A: Long-Term (Для поля A Части 1 бланка Формы 8949: долгосрочный)
For Form 8949 worksheet Part 2 Box B: Long-Term (Для поля B Части 2 бланка Формы 8949: долгосрочный)
For Form 8949 worksheet Part 3 Box C: Long-Term (Для поля C Части 3 бланка Формы 8949: долгосрочный)
Выберите Continue
Шаг 7: В новом окне измените поле Date Sold на Various и введите суммарные значения из соответствующей части в бланке Формы 8949 в поле чистой прибыли и коды.
Шаг 8: Отметьте поле "My statement includes adjustment codes as described in Form 8949 instructions" (Моя выписка содержит коды корректировки согласно инструкциям Формы 8949).
Шаг 9: Введите общее значение столбца корректировок из бланка Формы 8949 и код корректировки "M"
Выберите Continue, проверьте данные и, если они верны, нажмите Continue.
Чтобы добавить еще одну группу суммарных значений, вернитесь к шагу 5. Если Ваш бланк Формы 8949
содержит данные во всех шести разделах, Вы должны будете проделать все шаги еще 5 раз.
После этого выберите Done и, если Вы закончили заполнение раздела, "done with investment sales".
После электронного заполнения декларации будет создана Форма 8453. Данную форму необходимо распечатать и отправить в IRS, приложив копии бланков Формы 8949 в течение 3-х рабочих дней после получения подтверждения от TurboTax о том, что IRS приняла Вашу налоговую декларацию.
How to overcome the error message "Another user is running Tax Optimizer"?
f. Once you have cleared your Java cache, log back into the Client Portal and try launching Tax Optimizer again. You should now be able to open the application. If you are still not able to launch the Tax Optimizer and you receive the same error as before (Another user is running Tax Optimizer), please perform the additional steps below:
g. Press the key combination Win(Windows Key) + E and navigate to the directory: C:\Users\<your windows user>\ibto
e. Once you have cleared your Java cache, log back into the Client Portal and try launching Tax Optimizer again. You should now be able to open the application. If you are still not able to launch the Tax Optimizer and you receive the same error as before (Another user is running Tax Optimizer), please perform the additional steps below:
h. Compose a New Ticket in the Message Center, informing us of this issue. Please attach the Zip file you created at the previous step (g.) to your ticket
References:
Форма 1042-S содержит сведения о прибыли иностранных граждан, которая была получена из американских источников и облагается налогами в США, включая процентные ставки, альтернативные выплаты "in lieu" и сборы вашего счета за год. Вы можете получить несколько форм 1042-S, касающихся различных типов дохода.
Эта информация также сообщается я в IRS. Каждый тип дохода сообщается в отдельной форме и обозначается кодом в поле 1. Распространенные коды:
Циркулярное уведомление 230: Данные положения предоставляются исключительно в информационных целях и НЕ ЯВЛЯЮТСЯ способами решения налоговых проблем или рекомендациями по избежанию взысканий, обусловленных федеральными, областными или местными законами и нормами.
The state of Connecticut imposes a sales and use tax which is applicable to online access to information including all data and access fees.
The tax rate as of 2017 is 1% and is applicable to clients with the state of legal residency of Connecticut or a Connecticut permanent/resident address.
The sales and use tax will be applied to all research and market data subscriptions as well as special connections such as VPN, IB Gateway, Extranet and Dedicated Leased Lines.
The sales and use tax will be passed through to client accounts at the time of the subscription billing. The tax is only applicable if a monthly fee is charged, therefore should an account receive a waiver the sales and use tax will similarly be waived.
Chicago has a personal property tax which applies to a non-possessory computer lease by a Chicago resident. The Chicago tax authorities have ruled that tax is to be applied in cases where a customer pays for electronic research/use of an interactive site. The passive receipt or streaming of information is not subject to the tax.
Clients whose permanent residential address or principal business address is Chicago will have this tax passed through to their accounts.
The tax rate, as of October 2017, is 9%. The tax will be charged on the research and news feeds a client is subscribed to. Should a research and news feed be eligible to a waiver based upon commissions generated, the tax will not be applied.
As of October 2017, research and news subscriptions which would be subject to the tax would include
Base IBIS Research Platform and the IBIS Research Essentials Subscription Bundle
Cusip
Dow Jones News Service
Dow Jones Real Time News
US Press Release Feed
Reuters Global Newswire
Reuters StreetEvents Calendars
Reuters Fundamentals
Reuters Basic Newfeed
Morningstar Equity, ETF and Credit Reports
Wall Street Horizons
Zacks Equity Research Reports
The above list is provided on a best efforts basis and is subject to change. Clients will be responsible for any pass through tax regardless of any discrepancy from the list provided above.
Вводная информация
ВАЖНОЕ ПРИМЕЧАНИЕ: Мы не даем рекомендаций по налоговым, юридическим или финансовым вопросам. Клиенту следует обратиться к своему консультанту, чтобы выяснить, как описанные в Разделе 871(m) правила могут повлиять на его торговую деятельность.
If you have been informed or believe that your account profile contains an incorrect US SSN/ITIN, you may simply log into your Account Management to update this information. Depending on your taxpayer status, you can update your US SSN/ITIN by modifying one of the following documents:
1) IRS Form W9 (if you are a US tax resident and/or US citizen holding a US SSN/ITIN)
2) IRS Form W-8BEN (if you are a Non-US tax resident holding a US SSN/ITIN)
Please note, if your SSN/ITIN has already been verified with the IRS you will be unable to update the information. If however the IRS has not yet verified the ID, you will have the ability to update through Account Management.
How to Modify Your W9/W8
1) To submit this information change request, first login to Account Management
2) Click on the Settings section followed by Account Settings
3) Find the Profile(s) section. Locate the User you wish to update and click on the Info button (the "i" icon) to the left of the User's name
4) Scroll down to the bottom where you will see the words Tax Forms. Next to it will be a link with the current tax form we have for the account. Click on this tax form to open it
5) Review the form. If your US SSN/ITIN is incorrect, click on the UPDATE button at the bottom of the page
6) Make the requisite changes and click the CONTINUE button to submit your request.
7) If supporting documentation is required to approve your information change request, you will receive a message. Otherwise, your information change request should be approved within 24-48 hours.
Background
IMPORTANT NOTE: We do not provide tax, legal or financial advice. Each customer must speak with the customer’s own advisors to determine the impact that the Section 871(m) rules may have on the customer’s trading activity.