Post #1534 by mungofitch on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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Nice catch, was digging into EPD LP and was thinking to buy some

The Interactive Brokers application gave me the warning, thank goodness. If you live outside the US, you now have to go to the account management page and click a link to opt in to the ability to buy them. I haven't tried lately, so only today did I see the pop-up. I used to own quite a few, off and on.

I imagine that for most people it isn't THAT big a deal...unlike me, I presume most of the non-US people on this forum probably live in countries with tax treaties that let you get a tax credit for the tax withheld. But I don't know what other things in your tax return it can be used to offset, so I don't know if it would be a full refund, and then there is the hassle and bookkeeping.

Jim

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