2G·

Trade Republic in Austria - Taxes - Questions about questions 🤯

a) Shouldn't my loss pot be visible at this point?

It's not worth mentioning that I wrote to support weeks ago and didn't get an answer. (I don't expect that either🥲)

But time is running out, in Austria the loss pot is zeroed every year on the first of January.

b) Furthermore, I wanted to ask if it has ever happened to you to sell shares with a profit at Trade Republic and not pay taxes directly because losses were offset. I'm not sure but I think I've always had to pay the taxes first and then got a tax credit afterwards.

c) Today at around 15:45 $HIMS (+0,69%) and $IREN (+0,9%) with a three-digit loss and then bought the shares back at a lower price with limit orders.

c1) Does this work in Austria? I read somewhere that one day must pass... I can't imagine. What does it look like?

c2) Does Trade Republic correctly account for the loss now and any profit later when selling?

d) Does Trade Republic in Austria use the average price principle or does it still use the German FIF0?

13 Commenti

TomTurboInvest@TomTurboInvest

c1 - I did this every now and then, but within minutes, as I didn't want to take any price risk. It's always been ok so far, but my broker wasn't TR.

c2 - if you have already made profits in 2025, then it should be balanced out immediately. Otherwise it will be tight, on 01.01 the KEST pot will be set to zero.

PS: d - if TR wants to be tax simple in Austria, then they will have to meet the Austrian tax requirements, and these are average price and not FiFo

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Christian@Chris87

It's no different for us 🙄 so for Germany at Trade Republic, at least for me ...
had taken profits at the beginning of December and sold losses ...
still don't see where I stand today ...
but there was a tax refund the next day ...

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Alex@nitroxx

@Chris87 the loss pot has been moved to the bar next to the exemption order and is not zeroed in Germany at the end of the year

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Mary D@Goldmarie

TR is unfortunately not obliged to show the tax pots; especially today not so great - especially since TR is my gambling portfolio (also red), and flatex is not (all green)

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Kate🦋@Iwamoto

It's a good thing I made these transactions yesterday. It was worth it. Losses from previous months were offset. To be honest, I didn't know that this was possible and thought that the transactions always had to match chronologically. But it is correct and very similar in Germany.
I didn't think there was that much in the pot. Theoretically, there should still be €500 in there now, but for the life of me I don't know which winner I can sell except: the three-digit positions simply because they are too small. here is the corresponding deposit https://getqu.in/DpE1tv/ (Irene and Hims are no longer in the red; still have to enter that) and the nice tax refund:
https://ibb.co/VcPsgX4K

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Michi@Jepeto

@Iwamoto well then everything fits 👏👏all the best for the new year

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Susanne@Isus01010

I did this with Flatex this year and received the tax credit straight away.

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Kate🦋@Iwamoto

@Isus01010 At Flatex everything works perfectly. But my loss pot is actually empty there.

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Alex@nitroxx

For me, the loss pot is displayed in the header bar, next to the exemption order

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John@Doe

Shouldn't there be a day between sale and purchase to fill the loss pot?

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Kate🦋@Iwamoto

@Doe I don't know 🫣 but it concerns Austria

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SemiGrowth@SemiGrowth

@Doe At SC, the tax calculation was carried out for me within approx. 10 minutes

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Michi@Jepeto

I don't understand the question 😳 TR has been tax-simple since April or so then the loss pot works automatically, i.e. if I sell the share at a profit, the tax is deducted immediately - if I sell the share at a loss, I usually get a credit note the next day called tax correction and that's it.next year 2026 we will still get the tax report from January to April and that's it.

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