Serbinski Accounting Firms

the other shares are held in a "brokerage accounts maintained by a
U.S. financial institution" and thus do not need to be reported according to page 6 of the instructions.

computershare does not meet that definition and thus shares they hold are reportable.

thats my interpretation, anyway.

fwiw, i own stock in a canadian company that is held by computershare and it is clear to me that that this should be reported in part 2.

i also own the same stock in a brokerage account which does not need to be reported. stupid form.

computershare sends out 1099s so taxpayer can't hide dividend ...