The great thing is, that when you receive any interest and dividends from your Inyova investment, you do not have to worry about the correct taxation.
For all income, Baader Bank automatically pays the applicable capital gains tax of 25 percent plus the solidarity surcharge and, if applicable, church tax to the tax authorities. The cooperation between Baader Bank and the tax offices therefore means the greatest possible comfort for you.
However, it is important to know that an exemption order (Freistellungsauftrag) can be set up with Baader Bank through us, so that the first 1,000 euros of interest and dividends remain tax-free for singles and 2,000 euros for married couples (retrieved 2023). To do so, please contact us under support@inyova.de. We will provide you with the exemption document and once filled out we will take care of everything for you.
If you already have accounts at several institutions, the exemption order can be split up. The tax exemption order is always active for the whole calendar year once issued. This also means, that if you like to issue a tax exemption order for the current calendar year, it needs to reach us before 14. December.
You can also call us under +49 69 12001237 to set up an exemption order. We are happy to help!
Good to know:
- You can find your Account/Depot number in your Inyova tax statement on the top right of the second page. If you did not receive a tax statement yet, let us know, and we will insert your Account/Depot number for you.