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!
