(2020) Did you buy shares in this fund in 2019?

Field help: (2020) Did you buy shares in this fund in 2019?

This text refers to the Online Steuererklärung 2020. You can find the version for the Steuererklärung 2025 at:
(2025): Did you buy shares in this fund in 2019?

Select "yes" if you purchased shares in investment funds in 2019.

Since 2019, all investment shares have been taxed at the advance flat rate. The advance flat rate is a flat-rate annual retrospective minimum of taxation. The advance flat rate is considered to have been received on the first working day of the following calendar year (i.e. January 2, 2020). The advance flat rate for 2019 is therefore relevant for tax purposes in 2020.

Note: Shares in investment funds with different acquisition dates are to be entered separately in accordance with the requirements of the tax authorities.

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Field help: (2020) Did you buy shares in this fund in 2019?

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Found your answer? See how much refund you could receive in 25 minutes – no registration required.Average refund of 1.370 Euro with SteuerGo.

Found your answer? See how much refund you could receive in 25 minutes – no registration required.
Average refund of 1.370 Euro with SteuerGo.