Tax Returns

IRS - Return in respect of the aggregation of income subject to a flat rate of taxation

 

 

Ask Banco Carregosa online for your return in respect of the aggregation of income subject to a flat rate of taxation.

 

Pursuant to the provisions of Article 119 (3) of the IRS (Income Tax) Code, taxpayers who wish to opt for aggregation of income from any registered or bearer securities, and interest from demand or term deposits, should expressly request the issue of the relevant return from their respective bank or broker.

 

Under the terms of Article 22 of the IRS Code, taxpayers who opt for aggregation are obliged to aggregate all income in the same category.

 

This information does not preclude clients consulting fully with the applicable law to confirm these regulations.

 

To request an IRS declaration for the purpose of aggregating income subject to withholding tax, you must: access your account > menu View Documents  > Income Aggregation Statement, and then select the option Request Statement, available online for the year in question. The Declaration will be subsequently sent by e-mail, and be made available on this same page.

 

Should you have any queries, please contact us at info@bancocarregosa.com.