I started investing last year (2025). I bought and sold some stocks and ETFs. I downloaded the T212 Annual Statement as well as all transaction details.
This is my first time filling in Box 3 for investments (beleggingen), and I could use some help to make sure I’m doing it correctly.
From the transaction details, I summarized and grouped everything by action:
Deposit = A
Dividend = B
Limit buy = C
Limit sell = D
Market buy = E
Market sell = F
Stop sell = G
Withdrawal = H
Here are the questions in the Box 3 investment section and my answers:
Waarde op 31 december 2025: <account value from Annual Statement>
Aankopen en stortingen in 2025: C + E (Limit buy + Market buy)
Verkopen en onttrekkingen in 2025: D + F + G + H (Limit sell + Market sell + Stop sell + Withdrawal)
Brutodividend op aandelen of rente op oblicaties: <gross dividends from Annual Statement>
Ingehouden Nederlandse dividendbelasting: <tax withheld from Annual Statement>
Is er buitenlandse belasting ingehouden? Nee
Are my answers correct?
Thank you, appreciated.