Fixed tax withholding calculation in the Targo Bank PDF importer #4547
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https://forum.portfolio-performance.info/t/pdf-import-von-targobank/5537/60 1.) No tax burden: The losses offset the income so that no withholding tax is payable. 2.) Offsetting only with tax liability: Withholding tax can only be offset if capital gains tax is levied in Germany. 3.) Loss offsetting: The offsetting reduces the tax assessment basis to zero, which also eliminates offsetting. 4.) Savers' lump sum/exemption order: If used, this could also reduce the tax burden to zero. See test case of taxes treatment transaction ...Dividende05 vs. ...Dividende08
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https://forum.portfolio-performance.info/t/pdf-import-von-targobank/5537/60
1.) No tax burden: The losses offset the income so that no withholding tax is payable.
2.) Offsetting only with tax liability: Withholding tax can only be offset if capital gains tax is levied in Germany.
3.) Loss offsetting: The offsetting reduces the tax assessment basis to zero, which also eliminates offsetting.
4.) Savers' lump sum/exemption order: If used, this could also reduce the tax burden to zero.
See test case of taxes treatment transaction ...Dividende05 vs. ...Dividende08