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Old 22.10.2020, 14:20
poot poot is offline
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Re: Tax return: buy/sell shares within 1 yr

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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.

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......
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