facebookHi 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? - Seedly

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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?

Discussion (3)

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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.

Gabriel Tham

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.

Brandan Chen

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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