itsthejb

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About itsthejb

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  • Location UK
  • Nationality British
  • Gender Male
  • Year of birth 1981
  1. Hi all,   July is starting to approach now, and I'm still struggling to find any information on my last open query for filing KAP-INV for 2018 (yes, this includes trying to get appointments with Steuerberatern!)   Simply: how do I enter gains for ETFs that I continue to hold, and have bought into during 2018?   More detail: I believe I understand how the taxation works now (https://www.justetf.com/de/news/etf/etf-und-steuern-das-neue-investmentsteuergesetz-ab-2018.html) Calculate the gain I "could have made" in a low-risk account from the Basiszins alone (Basisertrag) This includes the monthly contributions I made during the year, based on the whole months they were held ("Im Jahr des Kaufs wird die Vorabpauschale anteilig um 1/12 verringert für jeden vollständigen Monat der dem Kauf voraus ging.") Then, look at the gain made in the funds during the year If the gain is less than the Basisertrag, nothing to pay If the gain is more, Basisertrag and the difference with the fund gain are taxable All of this is fine, and leaves me with a small amount to pay for one fund The problem is; how do I actually enter this on KAP-INV? The language of page two seems to only refer to sales (veräußerung) I understand also Fiktive veräußerung for funds held before 1/1/2018, but this seems to be a separate matter TL;DR I would really appreciate a simple, straightforward explanation of how this simple situation maps to the form; i.e. write the Basisertrag in line x, write the gain in line y   If someone could please help, I would be deeply grateful!   Thanks in advance!        
  2. Fund taxation in 2018 and "fiktive Veräußerung"

      Long story short, you do include purchases made during the year, but their "value" decreases in terms of the months preceding.    
  3. Fund taxation in 2018 and "fiktive Veräußerung"

    Hi all,   I just want to confirm one point: all information I see regarding this topic says nothing about funds that were also paid into during 2018. What I assume is:   * 100 units of X Fund held on 1.1.2018 * 50 units purchased throughout the year * I assume you would calculate the increase in value based on the 100 units you held at the beginning of the year   i.e. those new units don't factor in until the following year. This of course seems like the only thing that would make any sense (or be fair). But it would be great if someone could confirm this.   Thanks  
  4. Fund taxation in 2018 and "fiktive Veräußerung"

    Hi all,   I have a question related to this regarding filling out my 2018 return using steuergo.de.   I had some foreign-domiciled funds that I sold in 2018. From my understanding of fiktive Veräußerung, I entered an estimated value as of 31.12.2017 as a part of my declaration for these. This all seems fine However, I also have a new set of non-DE (but EU) domiciled ETFs that I am investing in since last year, that I intend to continue paying into. Now in SteuerGo, the section including prices, sales and fiktive Veräußerung only becomes available if I declare that I sold some shares in 2018. I did not. In fact, it's not even possible to declare the current value of the fund. Therefore no way to show how much tax I might have to pay (should the Finanzamt be interested)   So, I thought that the idea of fiktive Veräußerung was to ensure that the Finanzamt got its ounce of flesh for the gains in my funds during 2018? Therefore the question is, does the fictive sale only apply if you did make sales in the funds in 2018? Or, is there an error in SteuerGo's interface, and I should be declaring the value of my holding funds, even if I didn't sell anything?   Hope someone can help!