Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [dividends]

This tag is to be used for any dividends related question. When appropriate it should be accompanied by country tag.

2
votes
2answers
192 views

Is my sister entitled to a refund for IRS over-withholding? If so, how does she get the refund?

My sister has a taxable brokerage account with Interactive Brokers and invested in GE stocks (which collapsed, resulting in a massive capital loss written off on Line 132 of Schedule 3 on her T1 ...
3
votes
1answer
4k views

Tax treatment of dividends paid on short positions

If a retail investor holds a short position when the stock goes ex-div, they must therefore pay a dividend to the buyer of the short. What is the tax treatment for this dividend payment the investor ...
2
votes
1answer
49 views

How do ADR vs U.S.-listed foreign corporations handle dividends to U.S. investors?

If a Japanese company pays 500 yen/share dividend for Japanese investors on a Tokyo exchange, how will they pay U.S. investors who bought their shares? If it's a U.S. listed foreign corporation? If ...
1
vote
1answer
80 views

Did Schwab's Emerging Market ETF really pay no foreign tax related to the final distribution in 2018?

According to the 1099 from my broker, the Schwab Emerging Market ETF (SCHE) did not pay any foreign taxes associated with its final dividend for 2018, declared 12/28/2018. I'm quite skeptical as ...
4
votes
0answers
53 views

Does a French citizen living in the US owning stocks in a brokerage account in France have to pay taxes on dividends to the French tax authorities?

Does a French citizen living in the United States and owning stocks in a brokerage account located in France have to pay taxes on dividends to the French tax authorities (fisc)? Additional ...
3
votes
0answers
112 views

Australian freelancing in UK

I am an Australian citizen and resident for tax purposes, but I have recently moved to the UK and planning on staying here for around 6 months. I have a valid working visa. I have picked up some ...
3
votes
0answers
75 views

Are foreigners who buy UK ETFs subjected to a withholding tax?

Currently, when a foreigner buys U.S ETFs, the dividends or income (in the case of bond ETF) will be taxed at 30%. Suppose a foreigner, say an American or Singaporean, buys a UK bond ETF. Is there a ...
2
votes
0answers
75 views

What does “No Sweep” Mean in Citibank Context

I am in the process of opening Traditional IRA account with Citibank (currently have checking and saving account at Citibank) Purpose is to purchase ETF for long-term. Form has section to determine ...
2
votes
0answers
522 views

What is the tax treatment for dividends paid on open CFD positions?

If an investor has an open CFD position when the underlying stock goes ex-div, there will be a payment made to the margin account in lieu of dividend. This is to ensure the investor does not actually ...
2
votes
0answers
231 views

Salary vs Dividend: is this example wrong?

I saw a link to a great article in old (2012) question. http://vereecke.ca/index.php/articles/will-that-be-salary-or-dividends/ I've tried understanding the article well, but I think that the author ...
1
vote
0answers
37 views

How to quantify the cheapness (or overvaluedness) of a stock from dividend yield theory perspective?

Is there a way to quantify the potential cheapness (or overvaluedness) of a stock's price when comparing current and average dividend yield from a dividend yield theory (DYT) perspective? For example ...
1
vote
0answers
83 views

Dividend tax for Non Resident Alien owning US domiciled international stocks ETF

What is the US dividend tax rate for a non-resident alien owning a US domiciled ETF holding non-US companies? Assume no tax treaty so the tax rate for the SPY ETF would be 30%. An example would be a ...
1
vote
0answers
275 views

How to fill out Canada T5 dividends to US 1040 form?

I have T5 from Canada, box 24 call actual amount of eligible dividends . box 25 call taxable amount of eligible dividends, box 26 call dividends tax credit for eligible dividends, box 18 call capital ...
1
vote
0answers
260 views

Dividend and Capital gain taxes for F-1 student

I'm an F-1 student under OPT working full time in NYC. I have a brokerage account with Fidelity. I pay income taxes as a non-resident (1040NR)as I am in F-1 and my F-1 Visa started on 2014. While ...
1
vote
0answers
183 views

Taxes on capital gains and dividends for non-resident alien

I am a citizen of Spain living in Spain. In the past I lived in the US for over 10 yrs. During the time I lived in the US I opened a brokerage account to trade stocks. Now I have two options: Claim ...
1
vote
0answers
502 views

Why my tax calculation (SA302) doesn't show my dividends through a service company?

I've submitted my tax return (Self Assessment) to HMRC for the recent year and I've enter my total of the dividends (from my Limited company as contractor) into Service companies box as below: as per ...
1
vote
0answers
49 views

Historical dividends for all markets and shares?

Is there any service which provides historical dividend data of shares in: US Germany European Union Japan China I search for the historical data of at least the last 20 years, or even more. Ideally ...
1
vote
0answers
21 views

Time to receive foreign dividends (SET) to N. America

Is there an expected time to receive foreign dividends? It seems to take weeks or longer to receive dividends from stocks on the SET exchange. Granted they have to do a currency conversion and take ...
1
vote
0answers
144 views

tracking dividend payments automatically

I want to create a dynamic spreadsheet somewhere(maybe google docs) that will log my dividends that I receive. I have stocks at Fidelity and Tradeking. Currently I get an email every time I receive ...
0
votes
0answers
29 views

Italian Taxes on U.S. Citizen Resident of Italy with Dividends from Permanently Established U.S. Company

NOTE: the goal of asking this question is not to avoid paying legitimate taxes, but to simply determine which state has precedent for payment of taxes due. Based on the U.S. Italy Tax Treaty income ...
-1
votes
0answers
90 views

Why dividends have seasonality?

What are the reasons why dividends have seasonality? I'm trying to understand the details of it, but I cannot find an article about it.