Hatch

How to make sure tax time is sorted for your overseas investments (spoiler: it’s very straight forward for most of us)

What do I need to do at tax time for my Hatch investments?

The process may differ depending on how much you have invested overseas (more or less than $50,000 NZD).

Your US tax on your Hatch dividends is sorted for you, but you may have to pay tax on your dividends in NZ.

You may or may not need to pay tax. It depends on your situation and Hatch gives you all the information you need.

Probably not. If your total untaxed income is under the threshold you likely won’t need to file a tax return.

We would if we could, but we only know about your Hatch investments.

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