Identifying Countries

In order to prepare your club taxes correctly, you will need to identify the country where each of your stocks is incorporated.

To find this, follow these steps:

  1. Go to the Edgar Search page on the SEC site:

  2. Type in your Ticker or the name of the company you are searching.

  3. That will take you to a page that looks like this:

  4. Select "All Annual and Quarterly Reports" in the field at the bottom on the left.

  5. This will give you a list of recent financial filings. If you open them, you will see a "State or Country of Incorporation" field in the header section of the report. This shows an example for Charlottes Web:


    In this example, you can see the country of incorporation is Canada.

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