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Paying and reporting of Exit Tax for ETFs

  • 09-02-2021 3:09pm
    #1
    Registered Users, Registered Users 2 Posts: 59 ✭✭


    Just trying to work out my portfolio and navigate the minefield of required reporting in Ireland.

    This is what I have so far:

    DIVDENDS from shares/ETFs
    Pay and File/Report before October of *following* year. (Eg, as is normal)

    CAPITAL GAINS from shares
    Pay anything you owe at end of the *same* year. File/Report any assets sold and any profit made (even if zero) before October of *following* year.

    EXIT TAX (for ETFs)
    ??? No idea. Couldn’t find anything about this anywhere regarding when or where to pay. Presumably Form 11. But when do they want the money?


    Also I’m STILL not sure if gains in investment funds/trusts are charged at 33% CG or 41% Exit Tax, IE the same as ETFs. Any help much appreciated. Thanks!


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