Taxes – EUR/GBP/USD Flex Account Revolut
Summary of the user’s concerns and solutions discussed:
- Main Problem: The user is uncertain about the tax reporting requirements related to funds in their Revolut account, specifically whether they need to report taxes in their home country or in the country of the funds.
- Suggested Solutions:
- Fidelity advised the user to consult a qualified tax professional for specific tax advice.
- For questions regarding the Fidelity Institutional fund held within the Revolut account, Fidelity recommended reaching out to Revolut for more information.
- Fidelity provided a link to their International funds website for additional information on the funds.
Here’s the full thread
Hi Fidelity! Do I only have to report taxes in my home country, or do I have to report taxes in the “home country” of the funds?
Best regards.
Hi, @kr3bsen.
Fidelity is unable to provide tax advice, and we strongly encourage you to work with a qualified tax professional regarding your specific situation.🟢
Hi okay, another question. Is the daily return paid directly by Fidelity, or indirectly by Revolut? Best regards.
Thanks for reaching out to us this morning, @kr3bsen.
Can you let us know the particular account you’re referring to here? For instance, is this account associated with an employer?
ISIN: IE000AZVL3K0 – Fidelity Institutional Liquidity fund plc -The euro fund class R Distribution shares, on Revolut flex account 🙂
And another thing. which country is the fund registered in? 🙂
Thanks for following up with us, @kr3bsen.
For a Fidelity Institutional fund held within your Revolut account, we suggest reaching out to Revolut for more information.
In the meantime, you may be able to find more information on our Fidelity International funds through the link below.
Fidelity International: https://www.fidelity.lu/
Please let us know if we can help with anything else. We’re happy to help where we can! 🟢