Personal Investments • Interest tax on US Treasury Notes to non US residence

Hi,

In the past, I see someone in this forum said the interest of the US Treasury Notes are taxable.

However, after asking IBG support, he replied as following:

Please note Interest earned on bonds and commercial paper issued by U.S. companies, by the U.S. Treasury and by U.S. government agencies is generally exempt from U.S. tax withholding if the interest qualifies as portfolio interest and the original issue date of any such debt instrument is after July 18, 1984.

But after searching IBG knowledebase, I see https://www.interactivebrokers.co.uk/li ... t/52477332:

"they are subject to U.S. withholding taxes on U.S. source income. U.S. source income includes dividends and interest earned on securities issued by U.S. companies or U.S. registered mutual funds as well as interest earned on U.S. Treasury and Government agency securities."

So I am totally confused, whether non-US will be taxable for US Treasury Notes interest?

Thanks

Alan

Statistics: Posted by ccw — Wed Jul 03, 2024 9:36 pm — Replies 0 — Views 74

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