That doesn't really matter. Calculate up to the desired allowance, sell, buy again the next day. That's it.
Don't forget the partial exemption for ETFs.
Don't forget the partial exemption for ETFs.
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@ScorpionfromBW I don't understand: what sense does it make to sell when you're up and then buy the same thing again? Just to take advantage of the tax amount and pay transaction fees. Without a loss pot, there is no refund.
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@Mats-Invest This is about an outstanding amount under the exemption order. This can certainly be used in this way. Observe the FiFo principle when selling, if purchased in tranches, e.g. via a savings plan. In addition to the partial exemption for ETFs, this makes the calculation not entirely trivial. Especially if you don't track purchase prices separately at the time of purchase... it shouldn't be too easy to take advantage of the marginal, regular "tax benefits".
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@Mats-Invest I have only written what I know. I myself am not affected by this at all, as my exemption order with the advance lump sum or dividends is already exhausted in January or March.
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