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Taxes for investors

What is taxed and when, why less arrives than was announced, what long holding gives you and when you have to file a return yourself.

8 steps · about 95 min · free

  1. 1Investor income tax: what is taxed and when it is withheldWhat is withheld, and when.Article
  2. 2Tax on dividends: why less arrives than was declaredWhy less arrives than was announced.Article
  3. 3Tax on coupons: how it changes the choice of bondHow tax changes the choice of issue.Article
  4. 4The contribution deduction: where the refunded money comes fromWhere the refunded money comes from.Article
  5. 5The third-generation IIA: what it gives and what it restrictsWhat it gives and what it ties up.Article
  6. 6Long-term ownership relief: paying no tax without arranging anything in advanceThe reward for holding on.Article
  7. 7Offsetting losses: how a losing trade lowers the taxA loss counts too.Article
  8. 8When an investor has to file a tax returnWhen there is no way around it.Article