Tax Helper

Tax Report

Residency:

Disclaimer

These calculations are for informational purposes only and should not be considered financial advice.

Despite all the efforts that were put in creating this tool, it is your responsibility to verify the results.

This guide sent by equity team in 2021 was used to create this calculator

Based on the expanded exports both for Gain And Losses (At Work > My Account > Gains and losses) and Benefit History (At Work > My Account > Benefit History) from Etrade.

Import the Gains and Losses CSV file:

Import from ETrade G&L

Disclaimer

Note: this only applies to RSUs.