Search found 2 matches

by pewterandsteel
Mon Mar 12, 2018 11:07 am
Forum: Canada / United States Tax & Accounting
Topic: US Investment firms Honouring 15% tax treaty
Replies: 8
Views: 4494

Thanx rlb. I will follow up with TD/Ameritrade and see if they have gone back to honouring the 15% withholding for everyone.
by pewterandsteel
Mon Mar 05, 2018 11:52 am
Forum: Canada / United States Tax & Accounting
Topic: US Investment firms Honouring 15% tax treaty
Replies: 8
Views: 4494

US Investment firms Honouring 15% tax treaty

My 401K was with Fidelity. I rolled the 401K to an IRA with Fdelity and am now ready to start withdrawing pension money from it. Fidelity has informed me that any withdrawals will be withheld at the 30% general rate and they are not obligated to honour the Canada/US treaty of 15%. I checked with the...