I just received my first USA dividends (AT&T) and I was just shocked that the only thing I received (in app only) was that didivend was 0.44$ per share and total amount in EUR. What I must report to our national TAX agency (Slovenian FURS) is: brutto amount before TAX, in case of AT&T that is 0.5…

All feedback regarding the matter was taken into account, and we’re excited to share that we can now issue a dividend statement. It’ll be provided as an attachment to the Consolidated Tax Statement, and it’ll include a list with all paid dividends during the respective tax year - all you need to do …

That’s just perfect. Thank you very much for the new attachment!

The last column in the right “Total Dividend in Account Currency” is the net or the gross total dividend in account currency? (In any case, it could be mentioned that.) The “Quantity” is the number of shares? A suggestion that is most relevant to a Dividends Report, having a column with the Countr…

[image] RLX: The last column in the right “Total Dividend in Account Currency” is the net or the gross total dividend in account currency? (In any case, it could be mentioned that.) It represents the received dividend amount after deducting the tax. [image] RLX: The “Quantity” is the num…

I agree with you, the country is really important. I am in the process of completing my tax declaration and I have been using filters and pivot tables to try to organise the information as required in the IRS form. One of the fields is the country of the stock It would be great to have this info in…

In several countries, the national tax authorities want to know where we paid the dividends’ taxes (where the taxes were withhold).

Great news. In my country we also need to provide the country where tax was paid and financial year = calendar year (1.1. - 31. 12) Would be possible to send it to e-mail every year automatically?

Does anyone UK based have a spreadsheet that they use for keeping track of dividends received, that they don’t mind sharing an image of? Also, when completing a UK Self Assessment tax return, do you attach a pdf of this spreadsheet? Thanks.

There is no need to attach a spreadsheet. However you will have to report totals separately for each source country. E.g. UK, US, Ireland (for ETFs)

Thank you Richard, btw I found the spreadsheet examples you’ve posted on this forum for tracking investments really useful - do you have a similar one for keeping track of dividends? It’s so much easier seeing an example than to start from scratch. Cheers.

Whats wrong with exporting your dividend history, or using Google finance to pull in the yield to forecast future estimate revenue?

Dividend statement - foreign tax paid - #132 by B.E - 📊 Investing

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