Field help: Do you want to enter the advance flat rates according to sect. 18 of the Investment Tax Act (InvStG)?

Select "yes" if you want to enter the advance flat rates in accordance with sect. 18 of the Investment Tax Act (InvStG).

Since 2019, all investment units have been taxed at the advance flat rate. The advance flat rate is a flat-rate, annually retrospective minimum tax. Advance flat rates are considered to have been received on the first working day of the following calendar year. The advance flat rate for 2023 is therefore considered to have been received on 2 January 2024.

Note: Please enter the advance flat rates to which you are entitled that have not been subject to domestic tax deduction, broken down by fund type.