Field help: Has a remaining allowance been determined for protected old shares of investment trusts?

If a remaining allowance for protected old shares in investment trusts has been determined for you by 31.12.2023, please select "yes" here.

The allowance of 100.000 Euro for old stocks is determined and offset by the tax office as soon as parts of the old stock are sold and a tax return is filed. Only at this point the assessment procedure begins. The remaining tax-free amount can be found in the tax assessment notice of the previous year. If the tax-free amount has been completely used up, it is determined annually as zero.