How to access tax documents
How to correct wrong information on tax statements
What is Tax Form 1099
Who will receive a 1099
When will 1099s be available online
Tax Form 1099-DIV
Tax Form 1099-INT
Tax Form 1099-B
Tax Form 1099-MISC
How to download the 1099 into TurboTax
What is Tax Form 1042S
Who will receive a 1042S
When will 1042S Tax Forms be available online
Key Terms for Tax Form 1042-S
Cost basis accounting
Common Tax FAQs
How to Identify Corrected Statements
Real Time Cost Basis (Diluted and Average Cost) vs US Tax Reporting Cost Basis
FATCA Withholding Help center article
Uncertified W-9 / W-8 BEN Form
W-9 Form
W-8 BEN Form
For U.S. tax residents, if the name and tax identification number (TIN) you provide on the W-9 form do not match IRS records, moomoo is required to withhold income tax on reportable payments at a rate of 24%.
To certify your U.S. tax status, ensure that your Social Security Number (SSN) and name in your Account Profile match those on your Social Security Card and tax return.
For non-U.S. tax residents, if you fail to provide a Form W-8 BEN or do not submit a new Form W-8 BEN when prompted upon the three-year expiration, we will withhold 30% U.S. tax on all reportable income payments (e.g., credit interest, cash dividends). Treaty rates, if applicable, will no longer apply without a valid Form W-8 BEN.
To certify your non-U.S. tax status, please follow the tax form renewal steps in your Account Profile by clicking [Update] in Tax Form section.