Taxes

Find the tax slip for my exercise.

Where can I find the tax slip for my exercise?

In Canada, exercises are included on the T4 slip that is provided by your company. The proceeds of the sale is considered income on the T4.

If shares are sold upon exercise, the U.S, participants receive a 1099-B for the sale that can be found under the Tax Documents tab.

As an employee, it is your responsibility to understand all tax implications that impact your equity and/or share purchase holdings.

Shareworks Support Center

Back to FAQs
VIEW ALL QUESTIONS

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC, Member SIPC.

CRC#3892901  (11/2021)

View Disclosures Close Disclosures