Stock Plan Services FAQs: Taxes
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What is IRS Form 1042-S and how do I get it?
If you hold company shares in your account, any US-sourced dividends you receive may be subject to US nonresident withholding tax based on the tax treaty between your country and the US. These dividends and any taxes withheld will be reported on IRS Form 1042-S for the applicable tax year. Log in to Fidelity NetBenefitsLog In Required to access this form online.
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Can my tax advisor or a third party call you?
Due to the high level of security and the need to protect your information, we cannot speak with your tax advisor or a third party about your personal account information. However, you may call us while your tax advisor or a third party is present.
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How can I find out if I received dividends on the shares in my account?
You can confirm whether you received dividends on your shares by checking your account activity online or by reviewing your statements.
Your Stock Plan Resource Center
The Stock Plan Resource Center provides the help and education you need to understand how your equity compensation works, including taxes, and selling and managing shares.
Investing involves risk, including risk of loss.
Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Fidelity Stock Plan Services, LLC
See your plan documents for details regarding the terms and conditions of your plan.