View Single Post
  #2  
Old 22.10.2020, 12:03
fatmanfilms's Avatar
fatmanfilms fatmanfilms is online now
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 20,294
Groaned at 429 Times in 320 Posts
Thanked 20,696 Times in 10,977 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Tax return: buy/sell shares within 1 yr

Quote:
View Post
Hi all, as I understand it, I just need to declare the shares in my portfolio as of 31/12?


So what if I bought some shares in say March, and sold them by November: would this need to be declared somehow?


thanks for any clarification (ZH canton, if that makes any difference....)
Thats how I did it, I did not trade that often but I suspect there would have been 1 or 2 shares per year that fell into that category & did not pay a dividend.
They don't seem to be very interested in fine details, I held accumulating units with Fundsmith & never showed any rolled up dividends over 4/5 years they never queried it. One year they claimed I had made 5 mistakes, I had left of the value of my rental deposit account, showing just interest. I appealed 4 of there points & they accepted the appeal on all 5 points!
Reply With Quote
This user would like to thank fatmanfilms for this useful post: