The guides on this site explain how foreign investing works. The Workbook is for doing it: a printable PDF of checklists and worksheets you complete for each foreign stock you own or are considering.
What's inside
- The ADR checklist. Sponsored or unsponsored, level, ratio, depositary, fees, where it files, and what happens if the program ends.
- Withholding reference. Statutory and U.S. treaty rates for major markets, with how to get the treaty rate in each.
- Dividend tax worksheet. From gross dividend to foreign tax credit, line by line, for each holding.
- Account placement planner. Which foreign holdings belong in taxable accounts and which in IRAs.
- PFIC screening questions to ask before buying a foreign fund or exploration company.
- The junior miner due-diligence checklist. Filings, share structure, cash runway, drill results, management and jurisdiction, in the order a professional reads them.
- Annual review pages to track fees, withholding and reclaims year over year.
Availability
The Workbook is in preparation. Want to know when it's ready? Email hello@statesidereport.com with the subject "Notify me" and we'll send one note when it launches, and nothing else.
In the meantime, the free tools cover the most common calculations.
Educational content only, not investment, tax or legal advice. The Stateside Report does not recommend buying or selling any security. Tax rules depend on your situation; confirm with a qualified tax professional. Full disclosures.