W8-BEN form

[PloutosNX]

Good morning,

I have a question regarding the W8-BEN form and Interactive Brokers. I believe another reader mentioned this.
If I understand correctly, it allows you to “win” 15% of the 30% of tax withholding in the USA.
I couldn't find it to know if it is already filled correctly or not. Do you have the path to find it?
One more question, do I have to submit it to the tax office with my return or is this unnecessary and transparent?

Thank you for your enlightenment,
Xavier

[Jerome]

Normally you fill it out online when you open the account (and they ask you to update it fairly regularly if I remember correctly).

So you are only taxed at 15% on dividends.

I never submitted it to the Swiss tax authorities. I don't see why I should do it anyway. They only want to tax you on the remaining dividends (after deducting the US 15%).

[PloutosNX]

Thanks, that's what I thought, but I wasn't sure.
Unless I am mistaken, this comes when selecting geographic areas.

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