2025 Tax Guide

US Stocks in a Canadian Account 2025: Tax Implications

Millions of Canadians own US stocks. Here are all the tax considerations you need to manage — from dividends to currency to T1135.

Capital Gains on US Stocks

When you sell US stocks at a profit, the gain is a capital gain in Canada — taxed at the 50% inclusion rate. However, because US stocks are priced in USD, you must convert both your purchase price and sale price to CAD using the exchange rate on each transaction date. Your gain or loss is calculated entirely in CAD.

Formula: (Sale proceeds in USD × exchange rate on sale date) − (Purchase cost in USD × exchange rate on purchase date) = Capital gain or loss in CAD

Currency Gains Can Amplify or Reduce Returns

If the CAD weakened against the USD between purchase and sale, your CAD-denominated gain is larger than your USD-denominated gain. If the CAD strengthened, your CAD gain is smaller. Exchange rate changes are automatically captured when you convert to CAD at each transaction date — you do not file separate currency gain/loss calculations.

US Dividend Withholding Tax

The United States withholds 15% tax on dividends paid to Canadian residents under the Canada-US tax treaty (reduced from the statutory 30% non-resident rate). This withholding applies to cash dividends paid by US corporations like Apple, Microsoft, JPMorgan, and Johnson & Johnson.

Account TypeUS Dividend WithholdingCan You Recover It?
Non-registered (taxable)15%Yes — foreign tax credit on T1
RRSP / RRIF0% (treaty exemption)Not applicable
TFSA15%No — permanently lost
RESP15%No — permanently lost
TFSA Warning: The Canada-US tax treaty's withholding tax exemption does NOT apply to TFSAs. The US IRS does not recognize TFSAs as tax-exempt retirement accounts. US dividends received in a TFSA are always subject to 15% withholding, and this money is permanently lost — you cannot claim a foreign tax credit on tax-free TFSA income.

Foreign Tax Credit in Non-Registered Accounts

If you hold US dividend stocks in a non-registered (taxable) account and pay 15% US withholding tax, you can claim a foreign tax credit on your Canadian T1 return (Form T2209). This prevents double taxation — you don't pay the 15% US withholding AND full Canadian income tax on the same dividend. The credit reduces your Canadian tax owing by the amount of foreign tax paid, subject to limits.

Optimal Account Placement for US Stocks

InvestmentBest AccountReason
US dividend stocks (high yield)RRSPZero withholding, tax-deferred growth
US growth stocks (no/low dividend)TFSANo withholding issue; gains tax-free
US dividend ETFs (VTI, VOO)RRSPTreaty exemption applies to ETF dividends
Canadian stocksTFSANo withholding; eligible dividends get credit

T1135 Filing for US Stocks

If the total cost of your US stocks (held outside registered accounts) plus other foreign property exceeded $100,000 CAD at any time during the year, you must file a T1135. US stocks held in a TFSA, RRSP, or other registered account are excluded from this calculation.

Most Canadian investors holding US stocks through a Canadian brokerage can use the Category G simplified method on T1135, reporting the total rather than listing each stock individually.

Norbert's Gambit: When buying US stocks, consider using Norbert's Gambit at your brokerage to convert CAD to USD at the mid-market rate instead of paying the 1.5–3% spread on currency conversion. This can save hundreds of dollars on large currency exchanges.

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Reporting US Stock Income on Your T1

US dividends (net of withholding) are reported as foreign income on line 12100 of your T1. US capital gains are reported on Schedule 3, in CAD. You claim the foreign tax credit (for withheld taxes) on T2209 and enter the credit on your T1.

US Estate Tax Risk for Canadians

Canadians who own US situs property (US stocks, US real estate) with total US assets exceeding US$60,000 at death may be subject to US estate tax. The Canada-US treaty provides relief through a proportional credit, but estates above certain thresholds (US$11.2M+ in 2025 adjusted for treaties) may still owe US estate tax. High-net-worth investors should consult a cross-border tax specialist.

Bottom Line

US stocks are excellent long-term investments and widely held by Canadians. The key tax considerations are: capital gains are calculated in CAD; US withholding tax on dividends is 15% and can be recovered in non-registered accounts but not TFSAs; RRSP is the best account for high-dividend US stocks; and T1135 applies if your foreign holdings exceed $100,000 CAD in cost. Proper account placement — putting US dividend stocks in the RRSP — can eliminate the withholding drag entirely.