The cost prices are not corrected. Tax statement not comprehensible. Support not available. I wish you good luck and hope you don't have the same bad experiences.
1
profile image
@Benschi83 I'll just wait and see. Quote from the TR page:

"We receive your acquisition data automatically from your previous custodian bank via the so-called TaxBox procedure. They should normally be entered a few days after the transfer. If the settlement after the sale of a transferred position is incorrect, please contact the transferring custodian bank again. You can ask them to resend the acquisition data via the TaxBox procedure.
Our BIC "TRBKDEBB" must be stated when sending via the TaxBox procedure. If your previous custodian bank provides a bank sort code (which we do not have) or a different BIC, the data unfortunately cannot be assigned."

End quote

Greetings
Carsten
1
The purchase prices at TR are really absolutely incorrect and misleading. I created a support ticket and got this answer in the chat:"

...thank you for your message regarding your Buy In ad.

Even if your Buy In values are not yet displayed correctly, your purchase values are already stored in our system. Please refer to your purchase prices in your purchase statements when making sales decisions.

Please note that the Buy In display is purely indicative and therefore not relevant for settlement or for calculating the tax assessment basis."

I find the last paragraph very interesting if you have a lot of transactions and the securities account is large... NA MANY THANKS TR?!

I'm sticking with consors Bank as my main custody account, because they have customer service and if something goes wrong, everything is quickly straightened out.