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? - Seedly
 

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Asked by Anonymous

Asked on 07 Jun 2018

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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Gabriel Tham
Gabriel Tham
Top Contributor

Top Contributor (Jan)

Level 9. God of Wisdom
Answered on 07 Jun 2018

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

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Geraldo L.
Geraldo L.
Level 6. Master
Answered 23h ago

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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Brandan Chen
Brandan Chen
Level 7. Grand Master
Answered on 07 Jun 2018

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

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