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Anonymous

25 Feb 2020

∙

General Investing

Hi all, how does one goes about the tax-related matter when getting the returns/ dividends from Robo-Advisors? Do I need to include them when I am doing my tax filing (for any amount that I have got), or does the robo advisors does them?

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Geraldo L.

25 Feb 2020

No, most of the time it should be automatically handled. Do ensure that you fill in the W8-BEN form if you are vested in US stocks.

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Gabriel Tham

07 Jun 2018

Tag Team Member at Kenichi Tag Team

There is no need to include them in any tax filing. All handled by the robo advisory company.

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Brandan Chen

07 Jun 2018

Financial Planner at Manulife Singapore

if I'm not mistaken, the robo does it for u...

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