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What are the benefits of E-file?
Can I sign up for e-mail reminders to file BE-577 survey reports?
I am reporting for a private fund. Do I have to file a BE-577?
Should dividends from other foreign affiliates be included in question 12A, net income?
The affiliate named in question 4 was restructured. What is my reporting responsibility?
If I submit a certification of exemption, do I still need to submit the BE-577 survey?
How should I report monetary values on the BE-577 survey?
What mutual fund service fees are reportable?
How should overdraft charges paid to foreign intermediaries be reported?
Should a U.S. lending agent report securities lending fees received from a foreign person?
Should a U.S. investment advisor report fees that are received from a proprietary non-U.S. commingled investment fund as a transaction with a foreign affiliate?
How should I report amounts for performance fees under questions 11 and 14, on pages 8 and 9?
Should total sales and/or total purchases reported on Schedule A and/or Schedule B under service code, 5 financial management services, equal the amounts reported under question 9 on page 8, and/or question 12 on page 9?
Are profit allocations reportable as financial management fees?
Do the equity partners in a U.S. fund have to file the BE-180?
Does each fund manager in a U.S. fund with covered transactions file a separate BE-180?
I am a U.S. custodian. Do I need to report payments of brokerage fees and commissions?
If the country amount is less than $500, do I list the country and $0.00 or do not have to list the country at all?
How should I interpret the terms "sales" and “purchases?” Many organizations and transactions types are really not related to sales or the organization is not involved in sales.
Should I report profit sharing on the BE-180 between U.S. parents and their foreign subsidiaries & with U.S. subsidiaries and their foreign parents?
