How do petty bourgeoisie report their taxes smartly? Expert stock Tian Le teaches tax saving strategies and investment mentality.

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►Go to YouTube to watch | Like, subscribe and share ~ As the tax filing season approaches, many friends who invest in ETFs are thinking about how to file their taxes. The program specially invites #sharetianle to share with you the key points of ETF tax filing and tax saving strategies. Let us Let’s learn together! Q1: How to calculate the dividend tax for popular ETFs? Usually, the main sources of ETF dividends are mainly three major sources of dividends or surplus income (54C), income from domestic property transactions (76W), and income equalization funds.
Among them, 76W + equalization of income are not taxable, only 54C is taxable.
Therefore, investors with an applicable income tax rate of 5% should try to choose ETFs with a high 54C ratio (usually old products). High-income groups should choose ETFs with a higher 76W + income level (usually new products).
Here I will also give you a reference to the recent dividend distribution structures of several popular high-dividend ETFs. But first, let me explain to you that these proportions are not fixed. They will vary slightly with each dividend distribution.
Generally speaking, new products are relatively easy to use equal funds, while old products are mainly capital gains.
Q2: Many investors think that the income equalization fund is left-hand and right-hand. What do you think of this part? The income equalization fund is a design that smoothes the dividend figures. Although the method is to allocate a certain proportion of funds from the invested capital and list it as an equalization fund account, it seems to be left-hand. But overall, the pros outweigh the cons of matching the right hand with the right hand.
Q3: What are the main taxation methods currently available? How should these taxes be calculated? ETF dividends are divided into consolidated income calculation and separate taxation. In fact, for most petty bourgeoisie, consolidated taxation is usually more cost-effective. I also integrated the spreadsheets of the two taxation methods and found that when the salary income is 700,000 yuan (base salary 60 + dividend 10), the tax burden of consolidated taxation is 30,000 yuan less than that of separate taxation.
Please go to Fengyun Academy to watch the complete content. Extended reading: 1. How to grasp the 2024 Taiwan industrial trends. Understand the basic knowledge first! 14. Comprehensive introduction to the key industries and industrial chains of major Taiwanese stocks in one article 2. Good news! Fengxue PRIME is 40% off for a limited time and enjoy an extended validity period of two weeks! 3. Who will become the new favorite when the high-dividend ETF exchange wave comes? Summary of potential constituent stocks of new and old high-dividend ETFs

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