Field help: (2024) Would you like to enter the details for each fund separately?

Here, you decide whether to record the investment income in detail for each fund or as a total sum.

Individual entry (answer "yes")
Select "yes" if you want to enter the details for each individual investment fund separately. 

You can then for each fund enter purchases and sales, specify the distributions received, calculate the advance lump sum, and correctly record gains and losses from sales.

Total entry (answer "no")
Select "no" if you have a consolidated tax statement from your bank or (foreign) credit institution.

This includes the totals for distributions, advance lump sums, gains and losses from sales, as well as the tax deduction amounts already withheld (e.g. capital gains tax, solidarity surcharge, church tax).

Note:

• Individual entry is more accurate but requires more information.
• Total entry is easier if you have complete tax documents from the foreign bank.