Principal investment/gains separated when selling?

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YouMeWeThem
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Joined: Sun Mar 31, 2024 12:29 am

Re: Principal investment/gains separated when selling?

Post by YouMeWeThem »

When we're talking about the "average share cost" we're talking about the average price you've paid per share over the course of all your investments in that fund. So if you've made multiple investments the running tally would look something like this, but the only important number at the time of sale is the latest value in the Avg Share Cost column here.
Screenshot_20241105_170101.png
YouMeWeThem
Regular
Posts: 29
Joined: Sun Mar 31, 2024 12:29 am

Re: Principal investment/gains separated when selling?

Post by YouMeWeThem »

(Sorry for three replies in a row)

And if you want the info straight from the horse's mouth then here's the NTA page on this calculation (though it's in Japanese).

https://www.nta.go.jp/taxes/shiraberu/t ... u/1466.htm
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