Tax return on personal investment in FX Futures and capital losses to be carried forward?

Hi, Good evening. For current tax year, I have realised gains of GBP500 from 1 forex future contract and realised loss of GBP8,000 from my equities investment. In order to summit my tax return, do I need to report the gains from forex future? If yes, is such gains belongs to capital tax from "unlisted shares and securities? Or No need to report such gain in my tax return as it is below the GBP6,000 capital gains tax allowance? Re 2022-23 capital losses available to be carried forward: I should report a loss of GBP8,000 and ignore the gain of GBP500 as such gain is within the tax allowance? Or Only the net loss of GBP7,500 is available to be carried forward? Thanks very much in advance.

Hi HMRC Admin, I would appreciate your help on how to submit my tax return for gains from Forex futures contract which code is 6BH3 which is CME listed FX futures. Should I submit the gains under "listed shares and securities" as it is CME listed? or something else??? Thanks.

Hi J W

You will report both and as it is in year losses, these will be used agaist the gain to leave you the £7500 to carry forward.

Thank you

Hi HMRC Admin, Just realised from your reply that my tax advisor had submitted a loss of £8000 to carry forward by mistake. Please let me know if this calculation error will be corrected automatically? If not, what should I do now to correct such error? Thanks very much for your help again.

Hi J W,
If the gains are from shares or securities from a company listed on a recognised stock exchange, shares in a UK open-ended investment company or units in an authorised unit trust; then they are entered in the listed shares and secturities section.
Where the gains are from Employee Shareholder Status, Enterprise Investment Scheme, Seed Enterprise Investment Scheme or Share loss relief where losses are claimed against income; those gains go in the 'unlisted shares and secturities' section.
Please have a look at the SA108 note here:
Capital Gains Tax summary notes
Thank you. 

 

Hi JW

If the loss was declared in a self assessment tax returnn, then you will need to amend the tax return to make this change.  
If you do not need to complete a tax return or it is too late to amend your tax return, you will need to submit a letter to
H.M. Revenue and Customs
Self Assessment
BX9 1AS,
to provide notice of the error.

Thank you