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Posted Tue, 19 Nov 2024 17:58:14 GMT by chasingdaylight
Hello, I am using an Interactive Brokers (IB) account for shares and securities trades. The IB activity statement set out clearly the details of all trades (including the date of trade, purchasing and sale price, quantity, commission and charges) , and provide a summary of capital gain/loss covering all the trades in the tax year. For filing the CGT return, can I just submit the IB statement in PDF (either in full or just the summary) to show the computation or as supportive evidence? In that is acceptable, does that mean I do not need to provide a separate spreadsheet to show the computation which may just be a duplication of effort? Thanks.
Posted Tue, 26 Nov 2024 11:46:24 GMT by HMRC Admin 19 Response
Hi,
Your supporting evidence should show how you arrived at your figures. If this document does that, then it is acceptable.
Thank you.

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