NISA rollover - confused
Posted: Sun Jan 23, 2022 12:52 am
Hello, before I try calling SBI in my bad Japanese, I thought I would ask here.
I have had my NISA for 5 years. I thought I did a rollover, but maybe I just rolled over one stock I had since 2017 (I remember submitting something to do with a rollover).
Now my account is showing NISA/TSUMITATE NISA (written like that) with 600,000 allowable for the 2022 year. And all my investments from NISA are all intact in this same account (not moved outside the NISA).
Did I somehow switch to a TSUMITATE but keep my other investments? How does it work?
I would prefer to keep NISA as the investable allowance is double.
Thanks in advance.
I have had my NISA for 5 years. I thought I did a rollover, but maybe I just rolled over one stock I had since 2017 (I remember submitting something to do with a rollover).
Now my account is showing NISA/TSUMITATE NISA (written like that) with 600,000 allowable for the 2022 year. And all my investments from NISA are all intact in this same account (not moved outside the NISA).
Did I somehow switch to a TSUMITATE but keep my other investments? How does it work?
I would prefer to keep NISA as the investable allowance is double.
Thanks in advance.