What is going on with those reports?
Just received this tax report for the year 2020, it just contains consolidated amount that is basically useless for tax calculation in my country as I need to calculate each dividend in the local currency on the date it was received and know the amount of tax withheld already. This feature is must-have
Check this out. In the export data feature you will find more information, like paid withholding tax.
https://community.trading212.com/t/new-feature-export-your-investing-history/35612
Please implement this as soon as possible
Still waiting for a usable tax certificate to declare my gains in my country. What Trading 212 provides is useless and I will have problems if I canāt declare my taxes properly.
PLEASE implement an annual report till March.
Thank you in advance!
Does your country really require you to submit to them a brokerās tax certificate? That is not the case in the UK.
I have just finished submitting my 2019-20 UK tax return and have had no difficulty doing it with the information I have had from Trading 212. It will be even easier next year because of the exportable data.
In Portugal, I should submit a brokerās tax certificate, that way the authorities know thereās no way I can submit false information. If I donāt submit that document, I should AT LEAST declare the origin of my profits and the tax already taken by the origin of the profit (for example if I receive a dividend from a US company, I wonāt receive the total amount of the dividend and I should declare the amount I did and did not receive from the total dividend).
Unfortunately, the document(s) that Trading 212 provides donāt contain that information, for example, and I canāt know for sure those informations. Degiro for example (another broker I use) provides a usable tax certificate and I would like Trading 212 to provide a similar one.
That is the same in Slovenia and I can bet in whole EU. So that is a big issue that T212 can not provide correct tax documents. You actually have already all those data.