Field help: (2018) Income from capital investment
- Forms KAP, KAP-BET and KAP-INV -

Tick this box if you had any income from capital investment.

However, information about your income from capital investment is required on Form KAP if, for example,

• The capital gains were not subject to a tax deduction,
• You wish to have the reason for or the amount of the tax withheld reviewed,
• You are subject to church tax and have capital gains from which capital gains tax (Kapitalertragsteuer) has been deducted but not church tax.

Form KAP-BET must be completed for income and creditable taxes from investments that are determined separately and uniformly.

Form KAP-INV is for submitting details about investment income that is not subject to a domestic tax deduction.

In this case, submit details about all capital gains received. Lohnsteuer kompakt will then automatically apply for the most favourable rate for all capital gains.