Field help: (2020) Did you buy shares in this fund in 2019?
Information about the fund shares acquired in 2019

Select "yes" if you purchased shares in investment funds in 2019.

Since 2019, all investment shares have been taxed at the advance flat rate. The advance flat rate is a flat-rate annual retrospective minimum of taxation. The advance flat rate is considered to have been received on the first working day of the following calendar year (i.e. January 2, 2020). The advance flat rate for 2019 is therefore relevant for tax purposes in 2020.

Note: Shares in investment funds with different acquisition dates are to be entered separately in accordance with the requirements of the tax authorities.