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Documents to collect before reviewing foreign holdings
Broker statements, transaction histories, dividend records and the supporting details worth keeping together.
Collect opening and closing holding statements, transaction histories, dividend and withholding records, and evidence for acquisition and sale values. Confirm that each export covers the full reporting period.
Keep original broker downloads unchanged. A consistent evidence set makes the calculation easier to reproduce and reduces avoidable questions during professional review.
ProtectRupee Free Tool
Got US Stocks From Your Employer? Calculate Schedule FA Accurately
Convert foreign broker statements (Fidelity, Morgan Stanley, E*TRADE, Schwab) into clean, audit-ready tables for Indian ITR-2 disclosure.
Open ScheduleFA Calculator