发布于: 雪球转发：0回复：7喜欢：5
刚才在IB官网上（网页链接）看到了，$Brookfield再生能源(BEP)$ $Brookfield基础设施(BIP)$ Brookfield商业合伙(BBU) 都在清单PTP Securities with known Qualified Notice，属于豁免范围内。中游的$能源转换(ET)$、 EPD、MMP等都在清单PTP Securities without Qualified Notices，没有豁免。查看图片
引用：
2023-03-01 18:01
$Brookfield再生能源(BEP)$ 公司已澄清非美投资者卖出BEP时不会被征收10%的预提税：Due to the organizational structure, BEP and its unitholders are not expected to be directly engaged in a trade or business within the United States. Therefore, no withholding is required。有非美投...

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收息养家
2023-03-02 04:55

如果上市公司网站发了s1446公告，而IBKR 没收，可以发request给IB修改。我试了一个，半个月后，预扣税退回来了

虾图韭菜
2023-03-02 23:27

你好，请问 BEP BIP BAM在IRA账户里买也会被扣税吗？

多次拒绝范冰冰
2023-03-02 04:52

这豁免会不会哪天续不下来

肖恩她爹
2023-03-02 04:27

Special Exemptions: The IRS regulation provides issuers the ability to get an exemption from the PTP withholding requirement. The exemption is valid for 92 days, and issuers are required to re-certify with the IRS to extend the duration of the exemption. IBKR will try, on a best-efforts basis, to publish which of the affected instruments have an operating exemption, but investors should ensure they are choosing products whose withholding conditions they fully understand. The issuer document that provides for a withholding exemption is generally referred to as a "Qualified Notice"

特殊豁免： IRS 法规为发行人提供了豁免 PTP 预扣税要求的能力。豁免有效期为 92 天，发行人需要向 IRS 重新认证以延长豁免期限。IBKR 将尽最大努力公布哪些受影响的工具具有操作豁免，但投资者应确保他们选择的产品的预扣条件是他们完全了解的。提供预扣税豁免的发行人文件通常称为“合格通知”