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A Miranda

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Posts posted by A Miranda

  1. On 2/15/2021 at 9:18 PM, TheTaxSmith said:

    In this case you will need to determine the actual cost of what would be shares at the date you received them and also the Proceeds you received at the specific dates. Using the instructions as per Nawal you can enter the purchase Cost and Proceeds in US funds and find the exchange date for each item. The dates for the purchase as well as the sales will differ. Also for the tax withheld you can enter that at the exchange rate as per the sale date. 

    Thanks you for that info. It is very helpful.

    I haven't received anything from Fidelity to date. The shares haven't been sold. Fidelity still holds it in my name. Any payouts (dividends) were reinvested. So I didn't receive anything. Do I still need to find out the costs for past years to report that?

  2. I've received a 1042-S form from Fidelity (Foreign persons U.S Source Income subject to withholding). This is for shares I purchased through an employee stock purchase program. I need to file the 1042-S in my tax returns for the past few years. Its not for a large amount (Federal tax withheld between $170-350 depending on the year)

    Can anyone help with how I go about doing that?

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