Gordon23
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RE: Managed (Robo Advisor) Portfolio Rebalancing
I understand that I have to report these capital gains or losses. I just want to clarify that I need to report the number of disposals and disposal proceeds. Thanks -
Managed (Robo Advisor) Portfolio Rebalancing
I have a managed portfolio that is rebalanced a few times a year. This rebalancing results in capital gains/losses. Do I need to report 'Number of disposals' and 'Disposal proceeds'? Or is this covered by "Ignore disposals you do not make in your own capacity, for example, disposals you make as a trustee."? Thanks
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