Field help:
Fund shares purchased on
Enter the date you acquired the investment shares.
The acquisition date is generally the day of purchase or the transfer of the asset into the taxpayer's private assets.
Fund shares that have been in the account for a longer period
All fund shares that were already in your account on 01.01.2023 are considered acquired, regardless of when you actually bought them. This also applies to reinvested earnings (accumulated shares).
Even if you did not buy anything new in 2023, but already had shares on 1 January 2023, you must enter them here.
Important: For existing shares, please enter 01.01.2023 as the (fictitious) purchase date. This also applies if the purchase was many years ago. This date is needed to calculate the advance lump sum.
Newly purchased fund shares in 2023
If you bought fund shares in 2023, the advance lump sum is only calculated for the months you already held the shares.
For each full month in 2023 that you did not yet own the shares, the lump sum is automatically reduced by 1/12 by SteuerGo.
