I just realized this late but I have been mistakenly buying and selling ETFs on 大和証券 using my 総合口座 instead of my NISA口座.
So far this year, ignoring dividends, I've made around ￥750,000 in capital gains.
I don't see a work around in which I avoid getting taxed as I wasn't using a NISA account.
Now, will I have to self report or will this all be automatically done and show up in my 年末調整? Is there a way to check if they have taxed my capital gains?
Last year my capital gains were ￥100,000.
Via mynaportaI, I cannot discern if any taxation occured on the above gains for last year.
by Toki_day
1 comment
It depends on the type of account. If it is a 特定口座 with 源泉徴収 it will be calculating and paying automatically as you go. Otherwise you will have to report it yourself. As you said it’s 総合口座 I would guess you have to do it yourself, but maybe double check.
It should be possible to download the trade report as an XML file and use that in the tax filing next year so it is pretty simple. But you need to figure out some details. The yearly tax filing thread here will probably help.
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