Na TD Ameritrade foi ainda cobrada a taxa de $38 MANDATORY REORGANIZATION FEE, além desta BPYPM apareceu uma BAM também desta transação, sobre os 30% retidos fiz uma pergunta, e a resposta foi que receberei uma carta deles e tenho que responder em qual dos pontos seria enquadrado.
"Thank you for your inquiry regarding the recent withholding transaction in your account. Certain reorganizations and tender offers may be subject to Section 302 withholding under section 368(a) of the U.S. Internal Revenue Code for documented foreign accounts. As a withholding agent, TD Ameritrade is required to withhold a percentage of the value for this distribution; up to 30% of the distribution if a reduced withholding treaty was not claimed or applicable. If a tax treaty is active on your account at the time of the event, the reduced rate will be applied.
You were sent a physical letter and Section 302 Election Certificate regarding this transaction. The Election Certificate includes three options.
· Substantially Disproportionate / Not Equivalent to a Dividend
· Complete Termination of Interest
· Dividend Treatment
You have 60 days from the date the withholding was applied in order to make this election. Only one choice can be marked. Instructions are included in the letter you received to assist with making the determination. Election Certificates may be sent back in the reply envelope that was provided, by fax or through the Secure Message Center.
If you have any questions, or if we can be of any assistance, please click "Reply" to this message to write us. A representative will respond through your Message Center inbox. You can also call a TD Ameritrade Client Services representative at 800-669-3900. We're available 24 hours a day, seven days a week. If you are outside the United States, please call 800-368-3668.
Kind regards,
Tax Services, TD Ameritrade Clearing"
enquanto a carta não chega dei uma pesquisada rápida e não sei exatamente o que responder.
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