I am trying to setup a Charles Schwab account as we speak and everything is going fine, but when I get to the end and see:
“By checking the checkbox that follows, you declare the following under penalty of perjury:
By checking the checkbox that follows, you declare the following under penalty of perjury:
1.The number shown on this application is my correct Taxpayer Identification Number;
2.I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the IRS that I am subject to backup withholding as a result of a failure to report all interest or dividends, or © the IRS has notified me that I am no longer subject to backup withholding;
3.I am a U.S. citizen or U.S. resident alien as defined in federal tax regulations; and
4.I am exempt from Foreign Account Tax Compliance Act (FATCA) reporting.”
Everything, except for 4 is true, which means I am not eligible for this account, despite having a US address I can use.
Is there a proper way to deal with this? I wouldn’t want to knowingly falsely declare something under the penalty of perjury.