RetireJapan

Thank you for the clarification, Captain. It was very helpful. I had thought that that was the case. So, although I haven’t touched any of the funds over the years, I will be reporting all of the gains (capital gains/dividends/interest) when I submit my NTA taxes.

Thank you for your very informative reply. Lots of useful information. Capital Gains Taxes are only due on sales. If you didn't sell anything , there are no Capital Gains Taxes. Only dividend and interest taxes. Just to double-check, so even if the (internal?) capital gains from the mutual funds are...

Thank you all for your insights--well appreciated. I feel a bit better about the situation now. I think that pleading my case to the local NTA when I submit the proper 2021 paperwork might be the way to go. I'm prepared to go all the way back to make amendments, but I'll let them decide how many yea...

Hello All, My first post to the group—I apologize for it being such a long one. I’ve only learned about this site a month or so ago, but I’ve already learned so much. Thank you all for a great resource. The reason that I stumbled upon the site is because I was looking for information about reporting...