DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Unless you have a significant stake in the ownership of these entities, the answer will be "no". Unless your ownership control exceeds the following, you would answer 'no" to entities owned.

 

  • Owns 20% or more of the total stock of another corporation directly.
  • Owns 50% or more of the total stock of another corporation directly or indirectly (through "constructive ownership").

If you own foreign stocks (like Toyota or a European ETF) within your Fidelity account, you still answer "No" to the ownership question.

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