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Get Annexure - 2 Of Schedule - B
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How to fill out the Annexure - 2 Of Schedule - B online
This guide provides clear instructions on how to complete the Annexure - 2 Of Schedule - B form online. By following these steps, users can ensure that their declarations are accurately filled and submitted on time.
Follow the steps to complete the Annexure - 2 Of Schedule - B form.
- Click the ‘Get Form’ button to access the Annexure - 2 Of Schedule - B form and open it in your chosen online document editor.
- Begin by entering the name of the issuer, mutual fund, or collective investment scheme (CIS) in the designated field.
- Provide your full name and address as the placement holder, ensuring all details are accurate.
- Input your beneficial owners (BO) account number in the specified section.
- Indicate the quantity of securities currently held in the issuer, mutual fund, or CIS.
- Specify the quantity of securities you intend to sell or otherwise dispose of.
- If applicable, enter the Taxpayer Identification Number (TIN) of the placement holder.
- Identify the designated stock-broker and the stock exchange in the appropriate fields.
- Select the type of market relevant to your sale: Public, Block, or Others.
- If planning disposal outside of the stock exchange, provide additional details as required.
- At the bottom of the form, ensure to review the declaration statement, then sign and date the document. If necessary, have your signature verified by an authorized officer.
- Prepare any additional documents required for submission, such as the updated BO-ISIN holding report and other relevant declarations.
- Finally, save your changes, download the completed form, print it if needed, or share it with the required parties.
Complete your Annexure - 2 Of Schedule - B submission online today.
Schedule B is an IRS tax form that must be completed if a taxpayer receives interest income and/or ordinary dividends over the course of the year of more than $1,500. The schedule must accompany a taxpayer's Form 1040. Taxpayers use information from Forms 1099-INT and 1099-DIV to complete Schedule B.
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