Yes, i know. Following Informations are needed for the german tax declaration:
for each ETF/Fond the trader is (or was) invested in the declaration year!! :
- ISIN
- Type of Fond (depends on the quote of stocks): Stocks- (at least 51% stocks), Mixed- (at least 25% stocks), property- or other Investments
- is the fond declare or retain the gains?
- value at beginning of the year
- value at the end of the year
- amount of dividend
–> This is needed to calculate the “Vorabpauschale” (even if you dont sell the fond) --> best would be if Trading 212 is also calculating the Vorabpauschale and pin it on the information sheet.
in case of selling the fond within the year:
- time of buying
- time of selling
- historical price and costs of the sold amount the buyer had
- sale price
- other costs relating to the sale
–> therefore: profit between buying and selling
@Tony.V: Are you sure you will provide all this relevant information in the annual tax information sheet?
Would be great if you can provide an anonymous example. And: If there are not yet all informations and you have questions how to provide the right information or calculate the Vorabpauschale: please ask 