I have stocks with a US company through and employee stock purchase plan. do i still need to include this what i file this year? if so, where do I enter that information?

"I have stocks with a US company through and employee stock purchase plan. i was not given any slips and filled out Form W8-BEN Treaty rate claimed. do i still need to include this what i file this year? and if so, where do I enter that information?"


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Thank you for your question.

If the employee stock purchase plan is administrated through your payroll then it would reflect on your T4 and no further action is needed on that side.  However if you received any dividends from your stock you would have received a 1042s (Statement of Income paid to Non-resident from US) that you would need to include in your reporting.

Hope this answer helps you.

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James@Intuit , Helper

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