Some of the information on your investments may be shown in the pre-completed tax return automatically. In that case, it is enough if you check the information.
Review and, if necessary, report additional information on all profits and losses from your investments, both in Finland and abroad. Make sure that the Tax Administration has the correct information on:
- your capital gains or losses from sold corporate stock and fund shares
- your dividend income
- the profits from your investment fund shares
- the profits in your equity savings account, if you withdrew money from it
- income in the form of revenues from life insurance contracts, either investment-based or savings-based (including a “shell” contract)
- the profits from a capital redemption policy.
If you have sold shares or other securities through a foreign remote intermediary, also report the profit or loss from these transactions. The Tax Administration receives information about securities trading abroad and monitors that the details of these transactions are submitted to the Tax Administration.
Check your pre-completed tax return
Check that the information in the pre-completed tax return you received in the spring is correct. Report missing information and correct inaccurate information related to your investments either in MyTax or with a paper form. Provide information on the day indicated on your tax return at the latest.
Report the information on your investments in MyTax
How to file the selling of securities in tax return
If you provide information on your investments on a paper form, always use the correct form:
- Use form 9A (Capital gains and capital losses from trading with securities) for reporting all gains and losses due to the sale of securities in Finland and abroad. Also use this form to report any sales carried out through a remote intermediary in a foreign country (for your other capital income received through a foreign remote intermediary, complete Form 16B).
- Use form 50B (Capital income and deductions) for reporting dividends and profit shares of investment funds
- Use form 16B (Statement on foreign income (capital income)) for reporting any dividends and profit shares of investment funds you have received from abroad, as well as any taxes you have paid abroad.
Do not forget to deliver the paper forms to the Tax Administration on time. Please note that they must arrive on the date indicated on your tax return at the latest.
How to declare with paper forms