The tax loss certificate allows you to offset your losses from trading with Trading 212 with taxable profits from other banks or brokers in your annual tax return.
- If you request the certificate, it will be issued as part of your annual tax certificate at the beginning of the next year. Your "other" loss pot will then be reset to 0.
- If you do not request the certificate, your existing loss pot is automatically carried over to the next year and can be used to offset future profits made with Trading 212.
❗️ Important
The deadline for requesting or cancelling the tax loss certificate is December 15th of each year. After this date, your choice is final and no changes are possible for the current tax year.
How to request a Tax Loss Certificate?
- Go to Menu
- Select Settings
- Open the Tax overview
- Select Request
How to cancel a Tax Loss Certificate?
- Go to Menu
- Select Settings
- Open the Tax overview
- Select Cancel