Stupid question: the history is not transferred when the custody account is changed (is it?)
Example:
2020 Purchase 1: 1 share for €100
2021 Purchase 2: 1 unit for €150
2022 Purchase 3: 1 unit for €250
Buy In: 166,67€
If I sell the first unit now, I pay taxes based on the €100 purchase price (it's clear, FiFo)
If I now make a portfolio transfer, I have bought 3x at € 166.67 each. If I sell the first share, I pay tax on the €166.67.
Is that right?
Example:
2020 Purchase 1: 1 share for €100
2021 Purchase 2: 1 unit for €150
2022 Purchase 3: 1 unit for €250
Buy In: 166,67€
If I sell the first unit now, I pay taxes based on the €100 purchase price (it's clear, FiFo)
If I now make a portfolio transfer, I have bought 3x at € 166.67 each. If I sell the first share, I pay tax on the €166.67.
Is that right?
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@Alpalaka no experience but sounds plausible
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@GoDividend unfortunately not.
Answer from ING:
We are happy to help.
In the case of a transfer within Germany, the relevant acquisition data for tax purposes is usually transferred as well. This is usually done electronically. The transferring bank is always responsible for this.
Answer from ING:
We are happy to help.
In the case of a transfer within Germany, the relevant acquisition data for tax purposes is usually transferred as well. This is usually done electronically. The transferring bank is always responsible for this.
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@Alpalaka great. Also right 🤣
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