Form 8840 Line 29
Posted date : May 30, 2026.
Need advice regarding how to fill out form 8840. Question 29 asks: In what Country or Countries were your investments located? I own mostly Canadian stocks in my Canadian stock account. I do own a few U.S. stocks in the same Canadian stock account. I also own a German stock and a Swiss stock in this account. How should I answer this question?
Paul Bezanson
Halifax, NS
Ed.: For Question 29 on IRS Form 8840, you should list the countries where your investments are considered to be located, which is generally based on where the issuing companies are domiciled, not where the brokerage account is held. In your case, you would include Canada, the United States, Germany and Switzerland.
