Question About the Rakuten Shoken Interface

[MyTime]

I wonder if anyone here can help me with this.

I have my NISA account with Rakuten Shoken. I sold some funds at the beginning of the year after they had been moved from my old NISA into my regular taxable (tax-reporting) account so that I could use the money to purchase funds in the new NISA. In the short interim the value of the funds rose slightly and I made a a small taxable profit.

The tax seems to have been deducted automatically, but I can't find the section of the website that tells me how much tax was deducted and when. It must be somewhere?! Can anyone give me any pointers? Would be most grateful!

[adamu]

I had the same issue on SBI 3 years ago and started a guide here, maybe Rakuten is similar:

https://retirewiki.jp/wiki/SBI_Securities

[Butterball]

There are a few places to find this information. As is common with Rakuten & Japanese websites in general, there are multiple paths to get there and all of them are non-obvious.

There's a screen specifically breaking down your capital gains taxes:
Open "My Menu" (マイメニュー), click on "特定口座損益（譲渡益税)" [under "損益・税金履歴"].

You can also find this info on the screen that I personally find to be one of the most useful on Rakuten:
My Menu -> "口座明細（精算履歴)" in the "入出金・振替" column. You'll get the screen to view all your account activity. Just click 表示 to see the report; taxes paid are 譲渡益税（住民税） and 譲渡益税（所得税).

[MyTime]

Perfect! Thanks so much Butterball. (Thanks also to Adamu for his response.)

As is common with Rakuten & Japanese websites in general, there are multiple paths to get there and all of them are non-obvious.

Yeah, I'm no expert on website design, but it seems they could do better. It feels like going in circles playing the "Choose Your Own Adventure" book from Hell.