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
A W-9 form is an Internal Revenue Service (IRS) tax form that is used to certify a person's name, address, and taxpayer identification number (TIN). The certification can be requested for either an individual defined as a U.S. citizen or a person defined as a resident alien.
If the account holder does not provide their name and tax identification number in the manner required by the IRS and certify that the information is correct, then moomoo is required to withhold 24% tax on the reportable payments including dividends, interest, and gross proceeds from sell transactions.
If your W-9 is uncertified, your access to certain account functions will be limited. To manage this, you can correct your Social Security Number (SSN) and name as shown on your Social Security Card and tax return in [Account]> [More]> [Account Information: Account Profile].
For more information about the W-9, please click here.