Domestic Tax Reporting Service (DTax)

The Domestic Tax Reporting Service (DTax), provided by 存的解决方案 LLC, provides income classification information necessary for U.S. Internal Revenue Service (IRS) 1099 form reporting.

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  DTax provides 直接转矩 participants with vital post-payment, year-end tax classification information on more than 20,000 securities whose tax status is frequently reclassified at year end. The service significantly streamlines participants’ 1099 reporting to their customers, the beneficial owners of securities.

  DTax accumulates and provides a centralized location for year-end tax reporting information on various types of securities, both 直接转矩-eligible and non-eligible. Securities types covered by DTax include, 但不限于, regulated investment companies (RICs), real e状态 investment trusts (REITs), 还有普通股.

  IRS form 1099 is used by taxpayers to report certain types of income, including interest and dividend payments and real e状态 proceeds, but 1099 forms do not deduct income taxes from these payments.

  The service allows users to conduct individual inquires on a CUSIP, ticker or security description basis, as well as perform advanced searches for specific groups of securities (e.g., those securities that reclassified yesterday, last week, etc.).

• 谁可以使用该服务

  All 直接转矩 participants may use DTax to obtain income classification on security.

• 好处

  • Centralizes year-end tax classification information.
  • Covers tax classification for 直接转矩-eligible and non-eligible securities.
  • Helps participants and their customers meet tight tax reporting deadlines through timely provision of information from issuers and agents.

• 服务如何运作

  直接转矩 participants perform individual inquiries on a CUSIP, ticker or security description basis, using the Domestic Tax Reporting function on Participants Browser Service (PBS) or the DTAX function on Participant Terminal System (PTS).

  请注意: The information contained 在这里in regarding the 直接转矩 DTax Service is not tax advice and is not intended to be a substitute for obtaining tax advice from an appropriate professional adviser. You should consult your own tax advisor regarding the applicability of any federal, 状态, 本地及非英国.S.税法.

• 了解更多信息

  To request additional information, please click 在这里.

  
  
  

  You are 在这里by notified that: (a) any discussion of federal tax issues contained or referred to 在这里in is not intended or written to be used, 不能使用, for the purpose of avoiding penalties that may be imposed under Internal Revenue Code; and (b) as a matter of policy, 存 does not provide tax, 法律 or accounting advice and accordingly, you should consult your own tax, 法律, and accounting advisor before engaging in any transaction.