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Posted Tue, 08 Oct 2024 16:54:18 GMT by taxenq123
My broker is providing me with an annual tax certificate containing a summary of dividends received during the tax year. This amount is different than the actual amount of dividends received in my account since it is calculated using the ETF's "cash distribution". What has been received in the account during the year is higher than the amount presented in the certificate since some dividends from prior tax year have been transferred during the tax year in question. I'm wondering if I should rely on the amount presented in the certificate or the actual amount that has been paid in during the tax year?
Posted Tue, 15 Oct 2024 12:28:21 GMT by HMRC Admin 8 Response
Hi,
Please refer to page 6 of the following guidance:
Tax Return notes
Thank you

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