I’m filling my taxation with shares for the first time. I previously always considered the taxation process rather simple. But here I must admit I’m a little bit lost, even with the help of the appreciated guide from MP. I have until end of June to do it but well I’d rather tackle the issue as quickly as possible
I understood I should check both the R-US164 and the DA-1 form, right ? But this is contradictory with MP’s guide (I’m also using IB) !? In the R-US 164 I should write all US stocks. In the DA-1 form I should write all other foreign stocks (and also again the US ones ?). Is that correct ?
Instead of doing all the process of filling every stocks I own (~30), I was suggested by the taxation office to write the total value of my stock as the 31.112.2020 as wealth, and the amount of dividends subjected to prior taxation and the amount of dividends no subjected to prior taxation. Do you recommend processing that way instead of adding every stock ? Would I also get the money back from the R-US and DA-1 form in that case (as I would not have to fill the form) ?
Thanks for your help. Other advise are also more than welcome !