Shares-gains tax is mandatory
All of the gains that can be achieved with stocks or other securities that are subject to tax.
they Sell a stock, you must pay tax on the income. This is true not only for pure stock trading.
the dividends received is subject to taxation.
you will Receive bonus shares as a dividend, will also be viewed as income and must be taxed.
of Course, you don’t need to tax only their income from trading stocks or funds. Also profits from the option trade are liable to tax.
shares-taxation through final withholding tax (image: Pixabay/Pexels)
you can Use the shares as a pension or to improve their salary through stock trading, you have to pay tax on the gains, but not in the tax Declaration.
to make the taxation of shares or investments in securities less bureaucratic and easier, was introduced in the year 2009, the flat-rate withholding tax.
This is a source tax. This means that you do not need to specify the income in the tax return. Instead, the Bank / Broker of your Deposit the applicable taxes automatically to the state.
For the withholding tax will be charged 25 per cent. Added to this is the solidarity surcharge on profits from stock trading and dividends. Depending on the denomination, you must also pay Church tax for the profits.
shares profits with Savings allowance and loss of charge
So that even small investors can use stocks as a retirement and not-so-high taxes, was introduced in a savings amount. Gains are aggregated for individual persons up to an altitude of 801 Euro tax-free. In the case of married couples, the limit is common 1.602 Euro.
in Order to benefit from this exemption and to thus save taxes, they have to be self-employed. You have to give your Bank or Online Broker an exemption order.
by the Way, losses can be in the stock market with a Gain offset. However, you can deduct only the individual types of securities together.
losses on shares may only be offset against Share gains. In the case of warrants, the Same applies: The winner can only be the losses of this type of security against expected.
losses from a type of paper in the same year, with a Win completely, you can transfer the losses to the subsequent year. Then the losses from the previous year to be offset against the Gain from the new year, and you pay less taxes.
see also: withholding tax – dividends, interest, share of profit: to pay tax on capital income
