In general, there is no obligation for you to provide information on the portfolio in your tax return. As you correctly assume, the taxes have already been paid.
However, it may make sense to check a few things, for example: if you are a member of the church, you can deduct the church tax paid on the capital gains.
It is also important to check that any losses have been offset correctly and that you have not paid too much tax.
If none of this makes a significant difference to you: all good, you don't have to worry about anything.
I use the online tool from https://www.steuerbot.de for my wife - it's really quick and very easy to use.
However, it may make sense to check a few things, for example: if you are a member of the church, you can deduct the church tax paid on the capital gains.
It is also important to check that any losses have been offset correctly and that you have not paid too much tax.
If none of this makes a significant difference to you: all good, you don't have to worry about anything.
I use the online tool from https://www.steuerbot.de for my wife - it's really quick and very easy to use.
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@Charmin Thank you. Just doing it with this ❤️
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