The International Tax Compliance (United States of America) Regulations 2014

Reporting obligation: payments to non-participating financial institutions

This section has no associated Explanatory Memorandum

15.—(1) A reporting financial institution must in respect of each of the calendar years 2015 and 2016 prepare a return setting out—

(a)the names of the non-participating financial institutions to whom payments identified in accordance with regulation 14(1) have been made in the year in question, and

(b)the total amount of those payments made to each of the non-participating financial institutions in question.

(2) In determining the total amount of those payments the special rules and definitions at paragraph I.B (1) and paragraph VI.C of Annex I of the treaty must be applied.

(3) If for a calendar year no payments are identified as referred to in paragraph (1), the reporting financial institution must prepare a return for the calendar year stating that fact.

(4) The financial institution must send a return under this regulation to an officer of Revenue and Customs on or before 31 May of the year following the calendar year to which the return relates.