Nos Reports - Tax tenho estas opções:
FX Income Worksheet
Dividend Report
WHFIT Tax Information Statement
O WHFIT diz-me "There is no WHFIT Tax Information Statement available for the selected account and date. Please contact customer service if you are expecting this statement."
O dividend report só me mostra dividendos de posições não americanas e não tem nenhum "aspecto" oficial. É igual a um report da IB. Lá em cima diz
"Dividend Report
Tax Year 2017"
e no fnal diz:
"IRS Circular 230 Notice: This statement has been prepared in accordance with our records, is provided for information purposes only and is not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and does not resolve any tax issues in your favor. Please review it carefully for errors. It may or may not represent the amount of gain or loss reportable by you for Federal and state income tax purposes. We recommend that you consult your tax advisor as to the correct reporting of these items on your income tax return. This statement has been prepared solely as an accommodation for clients of Interactive Brokers."
Mostra os valor pagos, retidos e país de retenção (não US), por activo. Mas tenho receio por não ter "apecto" fiscal oficial, além de não ter os dividendos americanos.
Tu tiras o Form 1042S nalgumas das opções que eu deixei acima ou é ainda outra coisa que te aparece ?
Estive a verificar pela enésima vez e tenho W8 preenchido. Que caneco... Eu acho que SPYs e companhia devia-me aparecer esse teu form, não ?