IntermediateStock Alerts + Tools0:46Taxes

Tax Taken Before You See It

A foreign government withholds tax on its companies' dividends before payment, and whether you recover it depends on the account and the treaty.

0:46 · 6 scenes

This lesson is part of a Stock Alerts + Tools plan.

What the lesson covers

  1. 0:00A foreign dividend arrives already reduced by another country's tax.
  2. 0:05The deduction. The source country takes its cut first. A treaty usually reduces the rate.
  3. 0:15Whether you get it back. In a taxable account a credit may offset it. In a retirement account it is usually lost.
  4. 0:24The placement consequence. This is one case where the sheltered account is the wrong place to hold something.
  5. 0:33Inside a fund. A fund holding foreign stocks passes the withholding through, and may pass the credit too.
  6. 0:41Check the rate and the account before holding foreign income.
Not in your planYou hold No active plan

This section is part of Stock Alerts + Tools

The premium alert feed and MAD Setups, with every market board in real time.

What Alerts includes

  • Every premium alert with entry, stop, target and the thesis behind it
  • The alert archive and the live alert performance record
  • Alert notifications by email and in-app
  • MAD Setups: nightly setup detection across the whole market, and the setups playbook
  • Your own dashboard, plus the market dashboard, heatmap and sectors in real time
  • Pro Charting in real time
  • Real-time scanner with unlimited saved scans, scheduled runs and CSV export
  • News and the watch feed, watchlists and the watchlist drawer
  • MAD Academy: every concept guide, the trading set-ups and the whole training-video library
  • Premium support

Not included

  • No corporate events, filings or institutional ownership: those are Premium Stock Analysis Tools
  • No Company Deep-Dive or Market Deep-Dive: both are Full Membership only
  • No product tutorials: the in-app walkthrough of each tab is Full Membership only
  • No MCP Connector: connecting an AI app is Full Membership only

Add Stock Alerts + Tools

$149per month

or $1,299 per year (about $108.25 a month)

Start with AlertsPay yearly instead

Or get both

Premium Membership

$199per month

or $1,499 per year. Tools and Alerts together cost 248 a month bought separately.

Upgrade to Premium Membership
Compare every plan on the pricing page
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Tax Taken Before You See It — MAD Academy Training Video · MadStockAlerts