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Dividends and Distributions
IRS form used to report dividends and other distributions from investments.
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
IRS form used by withholding agents to report the tax withheld on certain income of foreign persons, including interest, dividends, rents, and royalties.
Return for Certain Domestic Corporations Treated as Corporations Electing Patronage Dividends
Return for certain domestic corporations
Application for Exemption from Resident Withholding Tax (RWT)
Inland Revenue application for exemption from resident withholding tax on interest and dividends.
IRS Modelo 3 Anexo E – Rendimentos de Capitais
Portuguese IRS Model 3 Annex E for declaring capital income (dividends, interest, etc.).
Interest and Ordinary Dividends
IRS Schedule B (Form 1040) used to report interest and ordinary dividend income when totals exceed $1,500, or when you have foreign accounts or trusts.
Statement of Investment Income
CRA information slip reporting investment income such as interest, dividends, and royalties. Tax year 2024.