The new German derivatives trading tax law

Discussion in 'Taxes and Accounting' started by anon9812, Jun 28, 2021.

  1. FSU

    FSU

    In the US if you if you enter an options spread and make 1 million on your long side and lose $950,000 on your short side, you would have a net of $50,000 profit. It sounds like under the German law, they would only allow a $20,000 loss offset so they would tax you as though you made $980,000. Is that correct?
     
    #11     Jun 28, 2021
  2. If that’s true it’s insane...
     
    #12     Jun 28, 2021
  3. gaussian

    gaussian

    Wow after digging around it seems you're right. It's even worse than I thought. I had thought it would be something like deducting a maximum of 20k of your losses against your profits, so you'd book 30k in taxable income in your example.

    In reality it's actually worse. You're actually double taxed. You're taxed once on your profits, and then the 20k is deducted against the carry forward on your long side.


    Holy shit.
     
    #13     Jun 28, 2021
  4. Overnight

    Overnight

    No wonder they hyper-inflated under the Weimar Republic. Fucking morons.

     
    #14     Jun 28, 2021
  5. anon9812

    anon9812

    Yes, that's exactly how it is.

    That's why I'm leaving Germany tomorrow. Just wanted to check one last time if anything has changed.
     
    #15     Jun 29, 2021
    yogi_trader likes this.
  6. Fonz

    Fonz

    You could check if there is a different tax system for "professionals" and how to become what the German tax system consider professional, regarding financial trading.
    It would be very unproductive for Germany to become the most uncompetitive financial place inside Europe.
     
    #16     Jun 29, 2021
    xandman and Maverick2608 like this.
  7. anon9812

    anon9812

    TIL Apparently even if you move now before the 183 days and won't have a tax residency in Germany for the year, you're still liable for taxation of the capital gains (or losses) you made while living in Germany. AND moreover the income you earn after leaving will be counted in as German income and will raise your tax bracket for the income you earned in Germany.

    https://www.haufe.de/finance/haufe-...hrend-des-jahres_idesk_PI20354_HI7334126.html
     
    Last edited: Jun 29, 2021
    #17     Jun 29, 2021
  8. anon9812

    anon9812

    You can set up a company and trade that way, but it comes with complexity, higher taxes, and fees. As a trader you can't deduct much, as you wouldn't be able to justify almost any expenses.
     
    #18     Jun 29, 2021
  9. It does not apply to long and short stock trading, correct?
     
    #19     Jun 29, 2021
  10. anon9812

    anon9812

    No, only derivatives.
     
    #20     Jun 29, 2021
    Maverick2608 likes this.