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| I just declare the value of all holdings at 31/12 and dividends received during the year. Never had an issue. I don't go into much detail really - more detail on the DA-1 though.
There are some rules that apply when considering if you are a professional investor (will increase taxes you pay). E.g. if you have a high portfolio turnover, or if you hold shares for short periods of time. It's up to the discretion of the tax dept. to determine your status. | |
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If I'm right in thinking, the DA-1 is only optional, so if I want to claim something back for withholding tax on dividends?
Also I guess the tax office would never know how high your portfolio turnover is, assuming you only show positions as of 31/12......