Before your tax return

Information about your securities account

If you have received dividends or sold shares during the year this must be reported in your tax return. The annual statement, which we send out in January each year, states your shareholding and whether you have received dividends or interest payments during the year.

Have you sold shares during the year?

If you have sold shares or other securities during the year, you need to state this in your tax return, regardless of whether you sold at a profit or a loss. The Swedish Tax Agency will want to know the buying rate or the acquisition value of the shares when you report your sale.

There are three ways to ascertain the buying rate:

  • When you purchased your securities, you received a contract note with information about buying rate and charges for the purchase.
  • If you have not retained the contract note, you should contact the bank/stockbroker which executed the purchase on your behalf.
  • If the bank/broker no longer has the information, you can use the standardised method. Read more at the Swedish Tax Agency's website.

Note that Euroclear Sweden does not have information about buying/selling rates.

Who receives an annual statement?

During January we send out annual statements for securities accounts:

  • With holdings as of 31/12
  • Where dividends/interest payments have taken place during the year

This means that if the posted holding was zero on 31/12 and no dividends/interest payments have been made during the year, then we do not issue any annual statement.

For joint owner accounts, an annual statement is sent out to the representative in January and to the joint owners in March.

I have not received an annual statement

Please note that if the posted holding was zero on 31/12 and no dividends/interest payments have been made during the year, then we do not issue an annual statement.

If you for any reason have not received an annual statement in January, you should contact the bank/broker which opened your securities account. They will help you to check the address and change it if it is incorrect. They can also send out a new copy of the annual statement.