TAX

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Across
  1. 5. Per state guidelines, we began withholding an additional 5% on state taxed as of January 1, 2010
  2. 6. This company of stock offers voluntary tax withholding
  3. 7. Check here to determine if the B Notice has been removed
  4. 9. Shareowners are able to request statements that are either for the ____________
  5. 11. Is a return of some or all of your investment in the stock of the company
  6. 13. GEE1, CMC1, NW01, and a few other typically send out the dividend and tax from when the _________dividend is sent
  7. 14. This tax form will reflect any cost basis information we may have
  8. 15. These can only be processed in the same calendar year
  9. 16. Per state guidelines, we began withholding an additional 7% on state taxed as of July 25, 2011
  10. 17. Any tax specific questions or reporting concerns should be brought to a ___________
  11. 18. When a shareowner signs up for SONL for the first time, they are defaulted to __________ for everything except tax forms
  12. 19. A shareowner may revoke an election at any time by providing written notification
  13. 20. Domestic Shareowners may be able to ________ their account online
Down
  1. 1. This company of stock typically sends out the 1099DIV with the 4th Quarter Dividend
  2. 2. A transaction is reported in the year the corporate action occurred, and not in the year the shareowner complied with the corporate action
  3. 3. If the taxpayer calls the IRS to get a _________ _________ the IRS will state that they do not provide them. In order to request, they must send a letter to the IRS to get it
  4. 4. When voluntary tax withholding is available, we are only able to withhold __________
  5. 8. When a company goes through a _______ _______ it may or may not be a taxable event
  6. 10. In order to receive this form, the shareowner will need to request in writing along with a $7.50 fee per
  7. 12. This tax form is used to record the dividend earned throughout the year