This is what investors should know about capital gains tax

Tax rules for investors

What’s with the Taxation of income at home and abroad, ETFs and funds, life insurance or crypto coins important? Innovations that investors should know.

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Frankfurt Anyone who draws capital from securities, ETFs or interest, for example, must pay tax on it. This taxation of capital gains usually works quite simply: the bank automatically keeps a quarter of the interest, dividends, profits from shares and derivatives and pays them to the tax authorities.

That sounds simple. However, there are some peculiarities lurking in the details: for example, with capital investments abroad, old funds, the offsetting of losses or futures transactions. Investors should be aware of these subtleties when taxing their shares.

In addition, there have recently been several innovations that are relevant for the 2022 tax return.

You can read what these are in the following guide text from our Handelsblatt series. Also: the most important information about capital gains tax, taxes on ETFs and funds, life insurance or crypto taxes. Nine things investors should keep on their radar when filling out tax forms.

1. How high is the capital gains tax exemption?

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