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Aired On
Mar 22 2022
2:00 pm - EDT
Image US Tax Information Reporting for Non-US Investors Watch on GoTo Webinar

US non-residents are subject to US withholding tax. This tax withholding is reported to the US government and also reported to you annually. The purpose of this webinar is to review the setup of your account to minimize US withholding taxes. We will also review the annual US tax forms you will receive, and consider whether or not a US Tax filing is necessary.

Contributed By:

Interactive Brokers

Presented By:

head shot Nancy Nelson

Nancy Nelson

CPA

Interactive Brokers

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Tax-Related Circular 230 Notice

The information in this presentation is provided for informational purposes only, and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

Disclosure: IBKR Tax Disclosure

Interactive Brokers does not provide tax advice, does not make representations regarding the particular tax consequences of any investments, and cannot assist clients with tax filings. Investors should consult with their tax professional about the tax implications of any investment.

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