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Level 3
posted Mar 16, 2024 3:02:14 PM

Is it correct to report foreign stocks distributions as investment income?

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1 Best answer
Moderator
Mar 17, 2024 9:53:56 AM

Yes indeed, an Investment Income is profit from interest payments, dividends, capital gains, and any other profits made through an investment vehicle.

 

Distributions made by foreign ETFs to Canadian taxpayers (those filing a Canadian tax return) are usually considered foreign dividends, 100% taxable. This will be evident when reported on the T5 you receive from your Canadian brokerage.  While distributions from US ETFs are categorized as capital gains or return of capital for US taxpayers (those filing a US tax return), they will still be considered fully taxable to Canadian taxpayers.

 

The tax paid on the foreign dividends depends on the amount and type of shares held in the foreign company. In most cases, where the taxpayer holds less than 10% of the equity shares and voting rights in the foreign company, then the foreign dividend received will be taxed.

 

Thank you for choosing TurboTax.

2 Replies
Moderator
Mar 17, 2024 9:53:56 AM

Yes indeed, an Investment Income is profit from interest payments, dividends, capital gains, and any other profits made through an investment vehicle.

 

Distributions made by foreign ETFs to Canadian taxpayers (those filing a Canadian tax return) are usually considered foreign dividends, 100% taxable. This will be evident when reported on the T5 you receive from your Canadian brokerage.  While distributions from US ETFs are categorized as capital gains or return of capital for US taxpayers (those filing a US tax return), they will still be considered fully taxable to Canadian taxpayers.

 

The tax paid on the foreign dividends depends on the amount and type of shares held in the foreign company. In most cases, where the taxpayer holds less than 10% of the equity shares and voting rights in the foreign company, then the foreign dividend received will be taxed.

 

Thank you for choosing TurboTax.

Level 3
Mar 19, 2024 2:09:22 PM

Thank you!