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No page 7 on K-3 form?
Is there a good explanation why the K-3 form jumps from page
6 to page 8?
Schedules K-2 and K-3 are actually 20 pages each. The IRS has stated that only pages that contain information need to be submitted. It's similar to Form 8949. You only submit the page with data.

Ira Smilovitz

On Tue, Mar 8, 2022 at 8:23 AM Victor J. Scango via bivio.com <user*21931100001@bivio.com> wrote:
Is there a good explanation why the K-3 form jumps from page
6 to page 8?
My U.S. broker keeps telling me that dividends from MIND, CTI., are ordinary (non-qualified). And the broker (TDA) is not clear as to how TDA gets that information. I have tried looking at the annual reports, and they are not clear because they do not interpret US tax law. My understanding is that MIND (symbol MNDO) is an Israeli company and Israel is listed as having a "comprehensive income tax treaty" with the U.S., and the stock is traded on NASDAQ. The only other reason, it seems, that the the dividend would not be considered qualified is if MIND, CTI., were considered a passive foreign investment company (PFIC). I do not think MIND would be considered a PFIC. Can anyone help me understand why MIND divided might be nonqualifed?

Thanks,

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Tue, Mar 8, 2022 at 9:49 AM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
Schedules K-2 and K-3 are actually 20 pages each. The IRS has stated that only pages that contain information need to be submitted. It's similar to Form 8949. You only submit the page with data.

Ira Smilovitz

On Tue, Mar 8, 2022 at 8:23 AM Victor J. Scango via bivio.com <user*21931100001@bivio.com> wrote:
Is there a good explanation why the K-3 form jumps from page
6 to page 8?
Mind (MNDO is listed on Edgar as being incorporated in Delaware. If I remember correctly Laurie said that meant it was a U.S. corporation.

On Tue, Mar 8, 2022 at 2:06 PM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
My U.S. broker keeps telling me that dividends from MIND, CTI., are ordinary (non-qualified). And the broker (TDA) is not clear as to how TDA gets that information. I have tried looking at the annual reports, and they are not clear because they do not interpret US tax law. My understanding is that MIND (symbol MNDO) is an Israeli company and Israel is listed as having a "comprehensive income tax treaty" with the U.S., and the stock is traded on NASDAQ. The only other reason, it seems, that the the dividend would not be considered qualified is if MIND, CTI., were considered a passive foreign investment company (PFIC). I do not think MIND would be considered a PFIC. Can anyone help me understand why MIND divided might be nonqualifed?

Thanks,

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Tue, Mar 8, 2022 at 9:49 AM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
Schedules K-2 and K-3 are actually 20 pages each. The IRS has stated that only pages that contain information need to be submitted. It's similar to Form 8949. You only submit the page with data.

Ira Smilovitz

On Tue, Mar 8, 2022 at 8:23 AM Victor J. Scango via bivio.com <user*21931100001@bivio.com> wrote:
Is there a good explanation why the K-3 form jumps from page
6 to page 8?


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Carolyn Sturgis