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Posted Wed, 21 Aug 2024 17:26:22 GMT by Eduardo Gómez
Hi, I am UK tax resident but of Spanish nationality, and I kept a stock exchange account open for many years. Until recently, I just collected dividends from some initial investments and reported them via self-assessment if above the allowance. Recently I became more active and performed several sales, and so my broker has asked me for additional documentation, including the Certificate of Residence. In the online form, there is only the option to provide details for up to 5 sales and up to 5 sources of dividends, so I ended up summing them up (the gross dividend) and using a single entry for sales, and a separate one for dividends. Is that correct? or is there a different way of entering this information? I don't recall which are the limitations of the self-assessment, as I never had to fill that part (capital gain tax) before, but I think there it is possible to add additional pages. Regards.34
Posted Thu, 05 Sep 2024 07:30:17 GMT by HMRC Admin 19 Response
Hi,

Yes, that is correct.

Thank you.

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