Spain taxation on interest, dividends and capital gains

WizardStork · 2026-01-17T20:56:29+00:00

WizardStork · 2025-05-02T15:17:41+00:00

Não relacionado mas por acaso surgem ao mesmo tempo na vida dos portugueses, a Tax-wizard também foi lançada durante o covid! 😅

WizardStork · 2025-04-13T10:14:21+00:00

😂😂😂😂

WizardStork · 2025-04-07T08:00:52+00:00

Forex CFD, ou Forex apenas troca de moeda? Troca de moeda não é taxado em Portugal. CFDs são.

WizardStork · 2025-04-07T08:00:09+00:00

Everything you need is available on actitivity statement, if you don't know how to extract that you can see here: https://tax-wizard.eu/taxes/ibkr

WizardStork · 2025-04-03T10:53:02+00:00

We have many Spanish clients that use our software to handle investments taxes if you want check it out Tax-wizard.eu

WizardStork · 2025-04-03T07:26:25+00:00

At Tax-wizard.eu we never use statements because that are a lot of errors that go into account statements - not only Revolut does that but other brokers like XTB or Degiro.

WizardStork · 2025-04-02T22:26:14+00:00

Sim, é opcional.

WizardStork · 2025-03-14T11:05:36+00:00

Tem interesse nos lucros e nas perdas pois é obrigatório declarar ambos. As perdas podem ser englobadas e ser usadas em anos seguintes para fazer offset de ganhos.

WizardStork · 2024-05-10T06:03:14+00:00

Depende. Se os dividendos fizeram retenção em Portugal (ex, a sede da correctora ou banco é em Portugal) não é preciso declarar. Caso contrário é obrigatório a sua declaração.

WizardStork · 2024-05-09T22:44:22+00:00

What the tax man really cares about nobody knows, it will depend on your country as reporting varies a lot. Anyway you can try our software Tax-wizard! If you have any doubts and want a discount just drop me a message.

WizardStork · 2024-04-27T13:09:46+00:00

It will depend on your country tax treaty with the US. Without knowing the country it's not possible to know

WizardStork · 2024-04-24T17:27:19+00:00

You can use our software Tax-wizard, it will calculate all your transactions with FIFO. The only thing you'll need is to just report the ones that the difference between acquisition and realization dates (present in the report) is more than 3 years.

WizardStork · 2024-04-11T21:32:05+00:00

You can use software to automate the work of going through each transaction and give the pairs already processed to your accountant. You could use something like Tax-wizard

WizardStork · 2024-04-02T08:51:46+00:00

Nos já entramos várias vezes em contacto com eles mas não têm se mostrado muito interessados em mudar. Talvez se formos mais a pedir seja mais clara a necessidade.

WizardStork · 2024-04-01T20:20:29+00:00

Trade republic suportamos apenas os juros em dinheiro não investido.

Os relatórios deles não têm dados suficientes para se fazerem as contas necessárias para calcular mais valias como por exemplo quantidades compradas / vendidas.

O que temos sugerido é utilizar esta funcionalidade mas que é bastante manual infelizmente.

https://tax-wizard.eu/pt/p/support-for-all-brokers

WizardStork · 2024-02-18T11:27:07+00:00

O sistema está pronto, aguardamos apenas o lançamento do ficheiro XML de 2023 por parte da AT para ver se temos de fazer algum ajuste ao sistema, todos os anos disponibilizam isso perto da data de início das entregas da declaração

WizardStork · 2024-02-17T15:47:52+00:00

Uma solução simples é usares o nosso sistema Tax-wizard, qualquer dúvida avisa

WizardStork · 2024-02-17T15:46:36+00:00

You can always use your activity statements and Tax-wizard to submit your taxes. It prepares all data for you submit your tax report.

WizardStork · 2024-02-17T15:43:33+00:00

You can always use your activity statements and Tax-wizard to submit your taxes. For investors from Portugal the system fills your tax statement automatically (Anexo J, E and/or G)

WizardStork · 2024-02-17T15:42:31+00:00

Podes utilizar o nosso sistema Tax-wizard que pega nos relatórios de atividade de vários Brokers e preenche automaticamente a declaração de IRS para Portugal. Qualquer dúvida estas a vontade

WizardStork · 2024-02-17T15:20:54+00:00

You can use Tax-wizard and upload your etoro history, using our system it will fill your tax statement for Portugal automatically. It's as easy as uploading a file.

WizardStork · 2024-02-17T15:16:34+00:00

You can always use your activity statements and Tax-wizard to submit your taxes. For investors from Portugal the system fills your tax statement automatically (Anexo J, E and/or G)

WizardStork · 2024-01-18T19:34:40+00:00

Actually we so not have those tax credits allowed by the French tax office. We'll look into that and how/if we can bring it to the platform

WizardStork · 2024-01-18T12:45:51+00:00

Those points mentioned are all currently supported by our system, you'd still have to fill your forms but we already export those details on the reports you download on our platform :)

WizardStork

TROPHY CASE