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.
Search found 2 matches
- Wed May 22, 2013 10:10 am
- Forum: Canada / United States Tax & Accounting
- Topic: Need more help with 8938 part 2
- Replies: 53
- Views: 47459
- Tue May 21, 2013 4:26 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Need more help with 8938 part 2
- Replies: 53
- Views: 47459
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 inc...