Search found 32 matches
- Wed Feb 15, 2023 7:59 am
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
Re: First year with IBKR - dividends & taxes
Tkydon, thank you for clearing up all those points. It is extremely helpful. From my initial research, I had assumed that 配当 was for individual 株式 and 分配金 was for 投資信託. After some more looking around, I realize that ETFs are considered 上場投資信託 and their dividends are 配当 as you mentioned. Took a bit o...
- Tue Feb 14, 2023 7:45 am
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
Re: First year with IBKR - dividends & taxes
Just received the 1099 and other tax documents from IBKR today. Everything looks pretty clear. Only thing I realized (that wasn't clear from the annual report I ran for 2022) was that some of the dividends were partially withheld by IBKR. The 1099 makes it clear how much the gross, tax, and net amou...
- Fri Feb 03, 2023 7:30 am
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
Re: First year with IBKR - dividends & taxes
captainspoke, thank you very much for all the great feedback! Looks like I should be in a good position to report accurately.
- Wed Feb 01, 2023 9:58 am
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
Re: First year with IBKR - dividends & taxes
Okay, I think I have made some good progress on calculating the tax-related items for IBKR. I will definitely keep a list going monthly as that will be much easier to do along the way rather than once at the end of the year. A couple questions that have come up. a) I used the MUFJ link provided by T...
- Fri Jan 20, 2023 9:46 am
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
Re: First year with IBKR - dividends & taxes
Thank you everybody for the detailed responses. It is hugely appreciated. Although the amounts are still small (for now, hopefully) after my first year, I'm a bit nervous going in for my first round of reporting. Hoping to get it right the first few times so when the figures are more complicated, I ...
- Sat Jan 14, 2023 2:56 pm
- Forum: Taxes
- Topic: First year with IBKR - dividends & taxes
- Replies: 15
- Views: 3325
First year with IBKR - dividends & taxes
Thanks to everybody's help and advice about a year ago, I got running with Interactive Brokers for the first time in 2022. Wasn't great timing with everything that has happened in the world, but I am in it for the long-run, so not worried. :) In the past, I have always done by Japan tax return by my...
- Sun Jul 17, 2022 9:48 am
- Forum: Taxes
- Topic: FX-related taxes on overseas investments
- Replies: 13
- Views: 3403
FX-related taxes on overseas investments
Hi everybody. Hope you are enjoying the 3-day weekend. I saw a couple threads on Reddit recently about taxes on FX gain. https://www.reddit.com/r/JapanFinance/comments/vz8sps/i_have_a_large_capital_outside_of_japan_would_it/ https://www.reddit.com/r/JapanFinance/comments/u9akd5/guide_to_the_taxation...
- Thu Mar 10, 2022 4:31 am
- Forum: Real Estate
- Topic: Condo board of directors / 理事会
- Replies: 3
- Views: 678
Re: Condo board of directors / 理事会
I sit on mine. This is...uneventful. If you have ever worked in a big Japanese company with a lot of meetings then you are qualified. We rely a lot on the management company (in our case Tokyu) for most of the important stuff, have long discussion about prioritizing what upgrade and fixing need to ...
- Wed Mar 09, 2022 9:54 am
- Forum: Real Estate
- Topic: Condo board of directors / 理事会
- Replies: 3
- Views: 678
Condo board of directors / 理事会
I am curious if anybody has experience sitting on the board of directors / 理事会 for the condo they are living in. Any tips? Good or bad experiences?
- Wed Mar 09, 2022 8:28 am
- Forum: Real Estate
- Topic: Hypothetical question: How much would you be willing to pay?
- Replies: 13
- Views: 1761
Re: Hypothetical question: How much would you be willing to pay?
I do not really look for fancy perks in the building management fees, but I (currently) have peace of mind and no issues with the price since I get: -Better security compared to a house. Anybody with ill intent would have to get through reception (a person and a locked door), find my room, then get ...