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form 12 and UCITS fund

  • 10-08-2019 4:35pm
    #1
    ygolometsipe
    Registered Users, Registered Users 2 Posts: 882 ✭✭✭


    Hi


    I do a small bit of investing with degiro. I have to file a return by October 31st of this year and have been preparing form12. I am payee with < 5k non-payee income. That's all pretty simple. However:

    When you deposit money into degiro, they move the money (by standing order) onto two possible funds.

    [1] Morgan Stanley Investment Management or FundShare Fund Management.

    I checked the ISIN and both funds are UCITS type funds. These funds can produce a small gain or loss if money is held even for a small period of time.

    So, I am not sure how this should be accounted for in form 12.

    I plan to email the revenue but I though I would check here in case anyone knows or if its a simple solution.


    Thanks a lot.

    [1]https://www.degiro.ie/about-degiro/cashfunds.html


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