Field help:
Did you sell shares in this trust in 2024?
Select "yes" if you sold shares of an investment fund in the year 2024.
Note: Shares with different acquisition dates must be entered separately in accordance with the requirements of the tax authorities.
Fund shares acquired before 01.01.2018: The following applies to units purchased before 01.01.2018: the profit/loss from a notional disposal is determined by the bank. The last redemption price set in 2017 is decisive. The bank holds the notional profit until the units are actually sold, as this only becomes effective for tax purposes at that point.
Fund shares acquired after 31.12.2017: The provisions of the investment tax reform 2018 apply to sales of shares acquired after 31.12.2017. There is no special treatment such as the notional disposal. Profits from such sales are fully subject to the flat-rate withholding tax.
