It is generally only when you have bought or sold securities during the year the purchase amount must be specified on a separate appendix to the income-tax return.
There are three ways to find out the purchase amount:
- When you bought the securities you received a contract note from your account operator, i.e. a bank or broker. The contract note shows, among other things, at what bid/asking price the transaction was made, and payment date.
- If you have lost your contract note you need to contact your account operator for information regarding the purchase amount.
- If the account operator do not have the information, you need to use a standardized method.
For more information, please contact the Swedish Tax Agency or visit www.skatteverket.se.
Please note that we do not have information regarding purchase amounts.