I couldn’t find a feature for it so here goes: I live in a country, where dividends are taxed. Hence I’d like to avoid dividends as they create taxable income (cost and hassle when filling out tax forms). I’d wish for a function that informs me about upcoming dividend payments, so I can sell in adva…

the problem with doing this is that you would incur capital gains/ income tax for all the buy/sells you do. the reasonable approach to take would be to avoid acquiring dividend paying companies and build a portfolio around growth stocks instead that don’t pay out to shareholders. or if you still wa…

[image] Dao: perhaps an ETF that doesn’t pay dividends to you but puts them back into the ETF? Someone mentioned recently on the forum that at least in the UK, you also pay taxes on dividends within an accumulating ETF.

[image] EquityInvestor: Someone mentioned recently on the forum that at least in the UK, you also pay taxes on dividends within an accumulating ETF See this thread which deals with the tax question AutoInvest - Join the BETA - #133 by Richard.W

Buying and selling does not incur income taxes in Switzerland (some conditions apply, but as a private individual it’s fine). And accumulation dividends I need to check again, probably I need to pay those… I’m new to this so I want to make sure I do this right.

@Betr Here is a link especially addressing Swiss tax rules. [image] Distributing Funds Vs Accumulating Funds: Which Is Better? - The Poor Swiss Distributing Funds are sending the dividends to investors while Accumulating Funds are directly reinvesting them: Which is better for you? …

Thanks! In that case I’ll try to shift to distributing etfs. They are more transparent to me in terms of the dividends that I need to pay taxes on.

Unfortunately distributing ETFs also pose a challenge in that they have taxable undistributed income too. See for instance vf-plc-excess-reportable-income-30-june-2019.pdf 202.66 KB Here, for example is data for VNRT, a distributing ETF. There were 4 distribution…

Hi @Richard.W , just wondering if you have any similar articles for Irish tax rules? I’ve noticed that many of the links you provide on this platform lead to articles that are clear and concise. I’ve searched many articles through Google but can still be confusing so thought I’d Chance my arm and ask…

I’m sorry. I have not come across an article saying how Irish tax authorities treat the undistributed income of accumulating ETFs. We have learned from contributors to our forum that nations differ. Portugal and Belgium do not tax the undistributed income, but UK and Switzerland do. I will keep my e…

Thanks for the insight, I highly appreciate it! That’s unfortunate and pretty annoying tbh… But ok, for the etfs I plan on switching to an other broker soon (there’s more options on other platforms) and plan to keep them to a minimum anyway. That way it’s not too much of a hassle to calculate taxes. …

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Richard.W May 26, 2020, 10:04pm 4

See this thread which deals with the tax question AutoInvest - Join the BETA - #133 by Richard.W

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