The annual tax certificate (Jahressteuerbescheinigung, JStB) summarizes the capital gains taxes for the year. It is issued the following year as a digital PDF in your profile.
Reports are released in batches, typically between the end of the first and the beginning of the second quarter.
Only sections relevant to your income in the respective year will appear in the report:
- Capital Gains: Capital gains, including share sales.
- Exemption Order: Used amount of the exemption order.
- Withheld Taxes: Capital gains tax, solidarity tax, church tax
- Loss Carryforward: Unused losses, carried forward to the next year.
- Foreign Withholding Taxes: International withholding taxes that may qualify for a tax credit (not carried forward to the next year).
For further details, please contact a tax advisor.