When selling securities, you must pay tax. The taxable amount depends on the costs of acquiring and selling the shares, as well as on the broker that the investor uses.
Instructions
Step 1
If you sell shares or other securities - shares, bills of exchange, etc. - after the sale, contact the tax office of your place of residence. Tell us about the deal and pay tax - thirteen percent of the income.
Step 2
To calculate the amount of income, from the amount you received when selling shares, subtract the costs of buying, holding and selling them. When contacting the tax office, prepare documents that prove your expenses. These include: the cost of a broker's services, the commission of the management company, state duty and inheritance tax (in the event that you inherited the shares). Thus, you will pay net income tax. If you purchased all your shares in one go, it will not be difficult to calculate the costs.
Step 3
If you bought shares of a developing company in several stages (of course, at different prices), then when calculating the taxable base, write off the shares that were bought earlier than others first. For example, you immediately purchased 150 shares at 190 rubles per share, then 300 at 200 rubles, and then another 150 at 210 rubles per share. In this case, your expenses (excluding broker commissions) will be: 150 x 190 + 300 x 200 + 150 x 210 = 120,000 rubles. Then you sold them for 130,000 rubles. In this case, you will pay tax for 130,000 - 120,000 = 10,000. The tax itself will be equal to 10,000 x 13% = 1,300 rubles.
Step 4
Also check if your broker has optimized the tax base. To do this, request form 2-NDFL and see what the amount on which tax is charged is formed from. If you see that the company did not take into account all your expenses (for example, did not include broker commissions in expenses), you can return 13 percent of them. To do this, collect documents that confirm expenses not included by the broker in the calculation of the tax base, and write an application for a refund from this money.
Step 5
Submit your tax return with certified copies of the paperwork attached to it. Within a few months, you will be charged 13 percent of the cost.
