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Submission",{"request_context":23,"type":24,"id":1178,"faq_id":1178,"timestamp":691,"cir_id":26},{"id":1182,"title":1183,"feedback_context":1184},"30140740","Order Types",{"request_context":23,"type":24,"id":1182,"faq_id":1182,"timestamp":691,"cir_id":26},{"id":1186,"title":1187,"feedback_context":1188},"452822890","Custom Indexing",{"request_context":23,"type":24,"id":1186,"faq_id":1186,"timestamp":691,"cir_id":26},{"id":1190,"title":1191,"feedback_context":1192},"340009115","Advanced Charts",{"request_context":23,"type":24,"id":1190,"faq_id":1190,"timestamp":691,"cir_id":26},{"request_context":23,"type":24,"id":1092,"faq_id":1092,"timestamp":991,"cir_id":26},{"request_context":23,"type":24,"id":984,"faq_id":984,"timestamp":991,"cir_id":26},{"request_context":23,"type":294,"id":628,"faq_id":628,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1198,"server_version":1199,"session_id":1200,"id":1201,"question":1202,"answer":1203,"navigation":1204,"short_description":1215,"similars":1216,"feedback_context":1254,"slug":1257},"FAQ_BROWSER_CONTENT","Jibotsrv4;1365537209","f20afb1d-5f9e-4ef9-b29a-66776c4fdf68","1128487029","I have received notice that the individual taxpayer identification number (TIN) on my account does not match that of the IRS. What do I need to do?","\u003Cp>\u003Cstrong>Why Your TIN May Be Considered as Incorrect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you are an individual taxpayer your TIN will be your Social Security Number (SSN) or, in the case of resident and non-resident aliens your Individual Taxpayer Identification Number (ITIN). Often an individual taxpayer TIN does not match IRS records because a name has changed through marriage, divorce, adoption, etc., and the change has not been reported to either us or the SSA. Other times the account may not contain the correct SSN or ITIN of the actual owner or the title on the account does not match that used for filing tax returns (see Note 2 below).\u003C\u002Fp>\u003Cp>\u003Cstrong>What You Need to Do\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You will need to locate your social security card and, if lost or misplaced, contact your local SSA office to obtain a replacement. If you are a resident and non-resident alien you will need to locate your ITIN card or authorization letter and, if lost, or misplaced contact the IRS to obtain a replacement. You will then need to compare the name and TIN on your social security card or ITIN card\u002Fauthorization letter with the name and TIN on your account with us. Information regarding your account, including a form for updating your information, will be made available upon log in to Client Portal.\u003C\u002Fp>\u003Cp>This comparison will require that you take one of the following four actions:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>If the name and TIN on your account agree with the name and TIN on your social security card or ITIN card\u002Fauthorization letter - Contact your local SSA office to determine whether the information on SSA’s records is different from that on your social security card and to resolve any problem. If you are holding an ITIN card or authorization letter contact the IRS to reconcile their records. a. If the SSA or IRS determines that the information is different, provide photocopies of documentation supporting where the change has been made (e.g. revised social security card or ITIN card\u002Fauthorization letter, or letter from the SSA or IRA stating that their records have been amended, along with proof of identity and proof of address). b. If the SSA or IRS determines that the information does in fact agree, provide a copy of an SSA or IRS letter confirming that conclusion along with proof of identity and proof of address.\u003C\u002Fli>\u003Cli>If the TIN on your account is different from the SSN on your social security card or the ITIN on your ITIN card\u002Fauthorization letter, but the name is the same - Update your TIN through the form made available upon login to Client Portal. You do not need to contact the SSA or IRS. Provide photocopies of supporting documentation (social security card or ITIN card\u002Fauthorization letter along with proof of identity and proof of address).\u003C\u002Fli>\u003Cli>If the name on your account is different from the name on your social security card or ITIN card\u002Fauthorization letter, but the TIN is the same on both – a. If the name on your account is correct, contact the SSA to correct the name on your social security card or IRS to correct the name on your ITIN card\u002Fauthorization letter. Provide photocopies of supporting documentation (revised social security card or ITIN card\u002Fauthorization letter along with proof of identity and proof of address); b. If the name on your social security card or ITIN card\u002Fauthorization letter is correct, update your personal information through Client Portal. Provide photocopies of supporting documentation (social security card or ITIN card\u002Fauthorization letter along with proof of identity and proof of address). You do not need to contact the SSA or IRS.\u003C\u002Fli>\u003Cli>If both the name and TIN on your account are different from the name and TIN on your social security card or ITIN card\u002Fauthorization letter – a. If the name and TIN on your social security card or ITIN card\u002Fauthorization letter is correct, update your personal information through Client Portal. Provide photocopies of supporting documentation (social security card or ITIN card\u002Fauthorization letter along with proof of identity and proof of address. You do not need to contact the SSA or IRS; b. If the name and TIN on your account is correct, contact the SSA to correct the name and SSN on your social security card or IRS to correct the name and ITIN on your ITIN card\u002Fauthorization letter. Provide photocopies of supporting documentation (revised social security card or ITIN card\u002Fauthorization letter along with proof of identity and proof of address). Proof of identity may be met through a government issued passport, driver’s license or green card (the document must be valid and include your name and photograph). Proof of address may be met through current lease, utility bill (less than 1 year old), mortgage statement or other evidence of property ownership. Supporting documentation may be scanned and sent via email to \u003Ca href=\"mailto:accountmanagement@interactivebrokers.com\">accountmanagement@interactivebrokers.com\u003C\u002Fa> (please place your Account ID in the email subject line, Attn: Tax Reporting) or faxed to312-984-1032.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>IMPORTANT NOTES\u003C\u002Fstrong>\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Once you have identified the source of the mismatch, you will need to log in to Client Portal and follow the instructions for confirming and\u002For updating your information. Account holders who fail to provide a combination of account name and TIN which can be authenticated against IRS records within 30 days of being notified of a 1099 mismatch may be subject to backup withholding and account restrictions.\u003C\u002Fli>\u003Cli>Certain entity type accounts such as grantor trusts or single member LLCs may file taxes under the SSN of the individual rather than having an EIN assigned. To avoid a TIN mismatch in these situations, the name of the individual taxpayer should be entered in the first box of the W9 titled 'Name (as shown on your income tax return)' and the name of the entity on the second line titled 'Business name, if different from above'.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Links\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fndcdyn.interactivebrokers.com\u002Fsso\u002FLogin\">Client Portal\u003C\u002Fa>\u003C\u002Fp>",[1205,1211,1213],{"id":541,"title":542,"feedback_context":1206},{"request_context":1207,"type":1208,"id":541,"faq_id":541,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv4-4827c889-4596-4972-8b49-87a0c3e80564","FAQ_NAVIGATION",1794539073718,"e29519bb-6a44-4b60-9abf-f512160a30f1",{"id":594,"title":595,"feedback_context":1212},{"request_context":1207,"type":1208,"id":594,"faq_id":594,"timestamp":1209,"cir_id":1210},{"id":602,"title":603,"feedback_context":1214},{"request_context":1207,"type":1208,"id":602,"faq_id":602,"timestamp":1209,"cir_id":1210},"\u003Cp>\u003Cstrong>Why Your TIN May Be Considered as Incorrect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you are an individual taxpayer your TIN will be your Social Security Number (SSN) or, in the case of resident and non-resident aliens your Individual Taxpayer Identification Number (ITIN). Often an individual taxpayer TIN does not match IRS records because a name has changed through marriage, divorce, adoption, etc., and the change has not been reported to either us or the SSA. Other times the account may not contain the correct SSN or ITIN of the actual owner or the title on the account does not match that used for filing tax returns (see Note 2 below)…\u003C\u002Fp>",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"1128487134","I have received notice that the non-individual taxpayer identification number (TIN) on my account does not match that of the IRS. What do I need to do?",{"request_context":1207,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1210},"FAQ_SIMILAR",1794539073749,"\u003Cp>\u003Cstrong>Why Your TIN May Be Considered as Incorrect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you are a non-individual, such as a corporation, LLC, partnership, trust or similar entity, your TIN will usually be your Employer Identification Number (EIN). Often a non-individual taxpayer EIN does not match IRS records because you have provided us with a “Doing Business As” name rather than the “Legal Name”. Similarly, the EIN will not match if it is not the number of the actual owner of the account (e.g. you have provided us with the SSN of a partner rather than the EIN of the partnership)…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1128487134","FAQ","have-received-notice-that-non-1128487134",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235,"slug":1237},"38437583","I was born in the United States but I do not have a U.S. passport and am not a U.S. taxpayer. Why am I being asked for additional documentation?",{"request_context":1207,"type":1221,"id":1231,"faq_id":1231,"timestamp":1222,"cir_id":1210},"\u003Cp>In most cases, you automatically acquired U.S. citizenship when you were born in the United States even if you have never applied for a passport. U.S. tax rules designate all U.S. citizens as U.S. taxpayers, even those that did not live in the U.S. or receive a U.S. passport. U.S. citizens are required to provide us with IRS Form W-9 and a valid taxpayer ID (e.g. Social Security Number). Nevertheless, we may accept IRS Form W-8 from you to establish your status as a non-U.S. taxpayer if you provide us with a copy of your Certificate of Loss of Nationality of the United States (Form DS-4083) and a copy of your unexpired passport evidencing citizenship in another country…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1236,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=38437583","born-united-states-but-not-38437583",{"id":1239,"title":1240,"feedback_context":1241,"short_description":1242,"source":1243,"slug":1245},"83250027","I received a B-Notice letter in the mail. What do I need to do?",{"request_context":1207,"type":1221,"id":1239,"faq_id":1239,"timestamp":1222,"cir_id":1210},"\u003Cp>If you were notified that the Taxpayer Identification Number(TIN) on your Tax Form(s) was incorrect, missing or does not match the Internal Revenue Service (IRS) records, then you need to read the B-Notice letter closely and follow the provided instructions immediately.  The IRS requires that you rectify your TIN no later than 30 days from the date of the B-Notice letter. If appropriate action is not taken, the IRS will change your tax withholdings and may impose penalties…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1244,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=83250027","received-b-notice-letter-mail-83250027",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251,"slug":1253},"1609411477","Tax Identification Number Requirements for ACATS Transfers",{"request_context":1207,"type":1221,"id":1247,"faq_id":1247,"timestamp":1222,"cir_id":1210},"\u003Cp>ACATS requires your US Tax Identification Number (TIN) to match between IBKR and your other broker.\u003C\u002Fp>\u003Cp>\u003Cstrong>A TIN is a broad category that includes:\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1252,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1609411477","tax-identification-number-requirements-acats-1609411477",{"request_context":1207,"type":1255,"id":1201,"faq_id":1201,"timestamp":1256,"cir_id":1210},"FAQ_CONTENT",1794539073717,"have-received-notice-that-individual-1128487029"]