Q: Back on 1/20/2024, you thought that these companies (partnerships) would not have withholding tax in the states. I've since received communication from my broker that I have to arrange for a U.S. Taxpayer Identification Number (TIN). They didn't indicate which holdings, but I do own these two companies. Has the company updated their advice? Thanks.
5i Research Answer:
The companies have not changed their view. Brokers looking for TINs are just ensuring their bases are covered. Having a TIN does not automatically mean taxes will apply.