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"904 OTC" does not have a specific meaning or definition that is widely recognized. It is not a common acronym or abbreviation. Without more context or information, it is difficult to determine what "904 OTC" refers to.
What information must be reported on 904 otc?
Form 904 OTC is used to report information regarding securities that are traded off-exchange. The specific information that must be reported on Form 904 includes:
1. The name and address of the broker-dealer submitting the report.
2. The internal identifying number or symbol assigned by the broker-dealer for each security being reported.
3. The security's CUSIP number (if available).
4. The issuer's name, including any previous names.
5. The security's ticker symbol (if available).
6. The type of security being reported (e.g., equity, debt, option, etc.).
7. The security's current par or face value (if applicable).
8. The security's market value or price as of the report date.
9. The total number of shares or units outstanding and eligible for trading.
10. The number of shares or units traded during the reporting period.
11. The number of shareholders or beneficial owners (if known).
12. Any additional information that may be relevant to the security, as required by the reporting instructions.
It is important to note that the specific reporting requirements may vary depending on the jurisdiction and regulatory body overseeing the off-exchange trading. Therefore, it is recommended to consult the relevant regulatory guidelines and reporting instructions for the most accurate and up-to-date information.
To fill out the 904 OTC form, follow these steps:
1. Start by entering the date in the designated section at the top of the form.
2. Provide your full name, address, and Social Security Number (SSN) in the corresponding fields.
3. Indicate your date of birth, sex, and marital status.
4. If applicable, provide the name and SSN of your spouse in the provided space.
5. Fill in the spaces for the names and SSNs of any children you are claiming as dependents.
6. If you have a dependent child who is a full-time student, under the age of 24, or disabled, indicate it by marking the appropriate box.
7. Total the number of exemptions you are claiming and enter the amount in the appropriate box.
8. If you are exempt from withholding taxes, indicate it by checking the box provided.
9. If there are additional deductions you would like to claim, such as for retirement contributions or health savings accounts, enter the respective amounts.
10. If you are claiming any tax credits, enter the amounts in the corresponding spaces on the form.
11. Calculate your total exemptions, deductions, and credits, and enter the sum in the appropriate box.
12. If you are receiving any other taxable income, such as interest, dividends, or self-employment income, enter the total amounts.
13. Subtract the total taxes from other income to calculate your adjusted estimated taxable income.
14. Indicate the frequency at which you are paid (e.g., weekly, bi-weekly, monthly) in the appropriate box.
15. If you have any additional wages, indicate the amount in the designated space.
16. Calculate the estimated annual wages by multiplying your wages by the number of pay periods in a year.
17. Subtract your estimated deductions from your taxable income to calculate your estimated taxable wages.
18. Calculate your estimated tax liability based on your estimated taxable wages, using the tax tables provided by the IRS.
19. Determine the amount of taxes already withheld, and enter it in the designated box.
20. Subtract the taxes already withheld from your estimated tax liability to calculate the balance due or refund. Enter the amount in the respective box.
21. Sign and date the form.
Remember to keep a copy of the filled-out form for your records and submit the original to the appropriate tax authority (state or federal) as instructed.
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