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