Tax Forms You May Receive

What is it and why did I get it?

W-2: Wage and Tax Statement
This form is used by U.S. employers, who must file a Form W-2 for each employee from whom Federal or State and local income tax, social security tax, or Medicare tax was withheld. A copy of the form will be sent to the United States Internal Revenue Service (IRS).

Partners in the U.S. will receive this form from Starbucks for wages paid and taxes withheld. RSU gains are reported in Box 14. Stock option gains are reported in Box 12. RSU and stock option gains are also reported in Boxes 1, 3 (up to maximum wage base) and 5 and respective taxes withheld and reported in Boxes 2, 4 (up to maximum wage base) and 6.

1099-B: Proceeds from Broker and Barter Exchange Transactions
This form reports proceeds from brokers and barter exchanges to the seller and the IRS.

You may receive this form if you sold shares of Starbucks stock. Partners will be fully responsible for the payment of income tax on gains from these transactions.

Supplemental Information
This form provides additional information to supplement your 1099-B due to cost basis regulations that no longer permit brokers to include ordinary income.

You may receive this form if you sold shares of Starbucks stock. Partners will be fully responsible for the payment of income tax on gains from these transactions.

1099-DIV: Dividends and Distributions
This form is used by brokers and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

You may receive this form if you were paid cash dividends for Starbucks shares you own. Partners will be fully responsible for the payment of income tax related to these distributions.

W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
This form is used by foreign individuals to certify their non-U.S. status.

Partners outside of the U.S. are required to complete this form when they activate their Fidelity account for the first time, and then again after every three calendar years. By completing the form, you are basically certifying that you are not U.S. person.