Ian Bryzek, CPA
Foreign brokerage account after death
Foreign brokerage holdings need position reports dated around death and after.
Custodians outside the U.S. may use different statement formats and tax lots. Export everything available before positions change.
Securities reporting and foreign-account reporting can both be in play—do not assume one form covers both.
What to keep with the file
Securities reporting and foreign-account reporting can both be in play—do not assume one form covers both.
What to do next
Export full history before authorizing sales or transfers.
What to gather
- Brokerage statements near date of death
- Holdings list with ISINs or local identifiers
- Beneficiary or estate transfer instructions
- Tax documents issued by the foreign broker
- U.S. reporting questions list
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
Export full history before authorizing sales or transfers.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.