Jump to content
  • 0

Capital Gains For Smart Portfolio

Question

Guest User 123

Hello,

I have a smart portfolio account outside of an ISA. The statement lists numerous buys and sells in it.

It has made a small loss, so I need to work out the exact amount of capital gain losses for my next tax return. (I know it's not quite the end of the tax year but I want to be prepared).

How can I find the total loss? I dont' see it on my statement.

Thanks,

Share this post


Link to post

5 answers to this question

Recommended Posts

  • 0

I have exactly the same question - I have received my consolidated tax statement on my Smart Portfolio but it contains no CGT info.  How do I get my hands on this info?? thanks

  • Like 1

Share this post


Link to post
  • 0

I understand this question has been asked a while back but I'm in the same pickle - any help? thanks!

  • Like 1

Share this post


Link to post
  • 0

same for me but next FY now. looking to see the Dividend with franking credit amounts

Share this post


Link to post
  • 0
Guest sasdadassd

Would like to extend this question to share trading accounts as well, need an annual cap gains report. By the way even if you lost overall I believe you guys could still be up for cap gains on the underlying trades in that smart portfolio if some of them were winners, im not sure you get an offset with losses

Share this post


Link to post
  • 0

I was told IG would not provide any CG tax reports for smart portfolio or share trading accounts this year. However, it is something they are looking at. Personally I use ShareSight to generate my capital gains report to help me with my self assessment UK tax return. I have many transactions in my smart portfolio account so this website really helps...It's not free but definitely worth the investment I think.

Share this post


Link to post

Join the conversation

You are posting as a guest. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
You are posting as a guest. If you have an account, please sign in.
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


×
×