background top icon
background center wave icon
background filled rhombus icon
background two lines icon
background stroke rhombus icon

Download "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций"

input logo icon
Similar videos from our catalog
|

Similar videos from our catalog

Наличных евро больше не будет? Что делать с евро? // Наталья Смирнова
12:41

Наличных евро больше не будет? Что делать с евро? // Наталья Смирнова

Channel: Smirnova Capital
Пора продавать акции!?
6:38

Пора продавать акции!?

Channel: Nikolay Mrochkovskiy
Наследование акций. Как передать ценные бумаги по наследству? / Что делать с акциями 1993 года?
11:16

Наследование акций. Как передать ценные бумаги по наследству? / Что делать с акциями 1993 года?

Channel: InvestFuture
Пассивный доход – 4 РАБОЧИХ способа || Отдыхай и зарабатывай!
23:00

Пассивный доход – 4 РАБОЧИХ способа || Отдыхай и зарабатывай!

Channel: MaxCapital
Куда сейчас вложить деньги? План Б - как преумножить?
20:14

Куда сейчас вложить деньги? План Б - как преумножить?

Channel: Nikolay Mrochkovskiy
Налоги на дивиденды. Особенности оплаты  налогов. Акции США. Российские АДР Инвестиции
9:36

Налоги на дивиденды. Особенности оплаты налогов. Акции США. Российские АДР Инвестиции

Channel: Финансовая Независимость
В какие акции инвестировать, когда откроется Мосбиржа? Покупать ли российские акции?
13:17

В какие акции инвестировать, когда откроется Мосбиржа? Покупать ли российские акции?

Channel: Антон Саломатин ИНВЕСТИЦИИ
ЦБ не будет сдерживать инфляцию! Экономические новости с Николаем Мрочковским
27:45

ЦБ не будет сдерживать инфляцию! Экономические новости с Николаем Мрочковским

Channel: Nikolay Mrochkovskiy
В России зреют ПЕРЕМЕНЫ? Экономические новости с Николаем Мрочковским
21:34

В России зреют ПЕРЕМЕНЫ? Экономические новости с Николаем Мрочковским

Channel: Nikolay Mrochkovskiy
Как живет бэкенд-разработчик в Москве с зарплатой 295 000 ₽ | Читаю дневники трат ТЖ
2:34:42

Как живет бэкенд-разработчик в Москве с зарплатой 295 000 ₽ | Читаю дневники трат ТЖ

Channel: ФинИнди | Александр Е.
Video tags
|

Video tags

Interactive Brokers
3-ндфл
3ндфл
3 ндфл
личный кабинет налогоплательщика
налог
налоги
как платить налоги по Interactive Brokers
налог на дивиденды по иностранным акциям
налог с продажи акций
налог по сделкам купли-продажи
как подать 3 ндфл по Interactive Brokers
IB 3 ндфл
инструкция по заполнению 3 ндфл
инвестиции
фондовый рынок
инвестиции в акции
облигации
ETF
Антон Саломатин
финансовая независимость
декларация 3 ндфл инструкция по заполнению 2021
декларация
Subtitles
|

Subtitles

subtitles menu arrow
  • ruRussian
Download
00:00:01
break in I am a private investor in this
00:00:04
video I will show how I filed the 3rd personal
00:00:06
income tax return for 2020 I have a foreign
00:00:10
brokerage account with interactive brokers
00:00:12
and from VTB I show how to reflect everything in
00:00:16
one declaration if you only have an account
00:00:18
in interactive brokers
00:00:19
this video will also help you if you are
00:00:22
new to my channel subscribe
00:00:23
here you will find a lot of useful
00:00:25
information on investments taxes and
00:00:28
so on
00:00:31
if you have opened a foreign brokerage
00:00:33
account then you need to do the following
00:00:36
first notify the tax office in case of
00:00:39
opening a change in details or
00:00:41
closing an account on I have a
00:00:43
video link for this topic in the tips, the second is to submit a
00:00:47
report on the movement of funds, a link to the video is
00:00:49
also in the tips and the third is to submit a
00:00:52
declaration of 3 personal income taxes to begin with, I
00:00:54
have prepared all the necessary documents,
00:00:57
you see the list of them on the screen for different
00:00:59
people, it may vary, I am showing the
00:01:02
documents that I am attaching
00:01:22
I mean, there is no single list that will suit everyone without exception, since everyone’s situation is different, for example, in the list from and from I don’t have a certificate of 2 personal income tax since the employer has already sent this information to the tax office and in the taxpayer’s personal account it is already there about other nuances I I’ll tell you
00:01:24
briefly during the video how to prepare documents
00:01:27
for from brokerage documents, the first three
00:01:30
points need to ask the broker for
00:01:32
receipts for replenishment from, you can
00:01:35
ask banks for a more detailed video on
00:01:37
how to fill out a declaration in order to
00:01:39
receive a deduction from I already have
00:01:42
a link in the tips, now I’ll tell you
00:01:44
how I have prepared documents for interactive
00:01:46
brokers,
00:01:47
I go to my personal account in the menu, I go to the
00:01:49
reports section, tax documents in the
00:01:52
statements tab, I download the
00:01:55
activity report, the report with the name brokerage is
00:01:58
not here, I think that the activity report is
00:02:00
most suitable,
00:02:02
then by brokerage report I will
00:02:04
mean this particular report, now
00:02:07
I go to the tab taxes I download
00:02:09
form 1042 here, this form contains
00:02:13
information about profits that were received
00:02:15
from American sources and is subject to
00:02:18
US taxes; the form is in English;
00:02:21
in general, such documents are submitted to the
00:02:23
tax office with a certified translation; someone
00:02:25
translates
00:02:26
foreign reports independently and
00:02:28
attaches their translation to some
00:02:30
inspector; this is enough someone
00:02:33
sends without translation and sometimes this
00:02:35
also turns out to be enough someone does
00:02:38
n’t attach this form to
00:02:40
the declaration at all I think that this form is a knife
00:02:43
but if you send it without
00:02:45
translation they may ask for it
00:02:47
I didn’t do a translation if they ask then
00:02:50
I’ll translate
00:02:51
if you had speculative transactions with
00:02:53
currency, then you may need a
00:02:55
forex income report, I did
00:02:58
not have such transactions, I bought currency only
00:03:01
to buy shares with it,
00:03:02
so I will not use this report,
00:03:05
but in addition I downloaded the report on
00:03:08
dividends; information on dividends is also available in the
00:03:11
brokerage report, but I found that it is
00:03:13
not entirely accurate, the amount of
00:03:15
tax withheld in the United States did not coincide with the form
00:03:19
1042, so I will take information about dividends
00:03:22
from a separate report on
00:03:25
dividends, maybe you wo
00:03:27
n’t need this report for the calculations, again,
00:03:30
someone then someone will need them, no, I
00:03:32
did them because I
00:03:34
had a lot of purchases and sales for the same instrument,
00:03:37
I also attached an explanatory note in
00:03:40
which I briefly wrote what data from
00:03:43
which reports I took, I
00:03:44
proceed to filling out the declaration, I go
00:03:47
to my personal account on the website nalog.ru
00:03:49
I’m going to the life situations section, then
00:03:52
submit a declaration 3 personal income tax, I submit online, I
00:03:56
fill out the first section, the data is filing a
00:03:58
declaration for 2020 for the first time
00:04:01
and I am a tax resident of the Russian Federation, I
00:04:04
click further, the second section, income
00:04:06
consists of two parts,
00:04:08
income within the Russian Federation and income
00:04:11
outside the Russian Federation income within the r.f.
00:04:14
I’ve already been automatically pulled up,
00:04:16
so I’m not filling out anything here, the
00:04:18
employer and Russian brokers have already
00:04:20
submitted reports for 2020, so I
00:04:23
already have everything in my declaration, I
00:04:25
move on to filling out income
00:04:27
outside the Russian Federation, I press the button to add a
00:04:29
source of income, source of income
00:04:32
number one has appeared, I open it
00:04:34
and fill it out for me there will be only 2 types of
00:04:37
income: dividends and income from
00:04:40
purchases and sales,
00:04:41
income tax on
00:04:42
purchase and sale transactions in the USA will not be withheld; it will be
00:04:45
withheld only in Russia at a rate of 13
00:04:47
percent. As for the tax on
00:04:49
dividends, if dividends are from American
00:04:52
companies, then in most cases the USA
00:04:55
will withhold
00:04:56
10 percent in accordance with the
00:04:58
agreement on the avoidance of double
00:04:59
taxation,
00:05:01
and in Russia you will have to pay an additional three
00:05:03
percent, but there are exceptions.
00:05:06
The USA can withhold more tax, for example,
00:05:08
30 percent on revit funds or
00:05:11
not at all, I’ll talk about this later
00:05:14
if dividends received are not from
00:05:16
American companies then this is generally a
00:05:18
separate story; the rate will depend
00:05:20
on the terms of the agreement with Russia, if there
00:05:23
is one, and on the tax rate of this country;
00:05:25
it all seems complicated, but in fact, to
00:05:28
fill out the declaration, it is not necessary to know all the nuances; the
00:05:30
brokerage report
00:05:32
indicates the amount of withholding tax on all
00:05:35
dividends; they just need to be transfer to
00:05:37
the declaration, the system itself will calculate
00:05:40
how much tax will need to be paid to the
00:05:42
Russian budget. Let's return to filling out
00:05:44
the declaration. First, in our dividends, I
00:05:46
take the information from the offset of dividends, but it
00:05:49
can also be taken from the brokerage
00:05:51
report, there is also a section with
00:05:53
dividends
00:05:54
and they withhold tax on each
00:05:56
receipt dividends to ours as a
00:05:58
separate source of income example of
00:06:01
filling you see on the screen
00:06:03
name interactive brokers llc
00:06:05
dividends and ticker country code 840 usa
00:06:09
tax rate on dividends 13
00:06:12
percent type of income 1010 dividends do not
00:06:16
provide a deduction further amount
00:06:18
of dividends currency
00:06:20
date of receipt of dividends and date of
00:06:22
tax payment one and the same date, the name of
00:06:25
the currency is indicated here, the currency in
00:06:27
which the dividends received is
00:06:29
840 US dollars, I check the box to determine the
00:06:33
rate automatically, then the system itself
00:06:35
will calculate the amount in rubles at the rate for the
00:06:38
selected date and at the very bottom, filling in the
00:06:40
tax amount in foreign currency,
00:06:42
as I already said all the necessary
00:06:44
information to fill out
00:06:46
is in the brokerage report or in the dividend report,
00:06:49
then I click the add source of
00:06:51
income button, another source of
00:06:54
income appears in ours, the following
00:06:56
dividends are received and for all
00:06:58
other dividends they are filled out in the same
00:07:00
way if dividends came from the same company
00:07:02
several times a year
00:07:05
on different dates, then these receipts must be
00:07:08
entered separately since the system
00:07:10
converts everything into rubles at the rate on the date of
00:07:12
receipt of dividends and these dates will be
00:07:15
different. I’ll explain
00:07:16
one nuance, maybe the
00:07:18
information will be useful to someone. Dividends for
00:07:21
some American and tf are divided into
00:07:23
two lines, the part that is exempt from
00:07:26
paying taxes and the part from which the USA
00:07:29
withholds 10 percent, what it looks like
00:07:32
you see on the screen, I divided this
00:07:35
income in the declaration into two
00:07:37
sources of income, that is, first I entered
00:07:40
income 1411 and in the tax column in foreign
00:07:44
currency I indicated 0,
00:07:45
then I added another one source of income
00:07:48
in the amount of 4 21 dollars and in the tax column
00:07:51
I indicated 042,
00:07:53
I did this so that it was clear that from the
00:07:55
first part of the dividends we will not withhold tax at all and
00:07:58
our tax office must therefore withhold
00:08:00
13 percent, and from the second
00:08:03
part in the USA they withheld 10 percent
00:08:06
therefore our tax office must
00:08:08
withhold only three percent, please share
00:08:11
in the comments if anyone
00:08:12
has encountered this; it is possible to divide into two
00:08:15
sources of income is not necessary and you can
00:08:17
save time; I have made all the dividends; then I
00:08:20
move on to purchase and sale transactions; I
00:08:22
recommend periodically saving
00:08:24
the declaration, especially if you carry a lot of
00:08:27
data, you can do this as follows
00:08:29
in this way, press the exit button while
00:08:32
filling out and then save the changes and
00:08:35
then continue editing
00:08:37
the declaration to fill out income from
00:08:40
purchase and sale transactions, I also add a
00:08:42
new source of income, I take all the data from the
00:08:45
brokerage report, the transaction section, I am
00:08:48
only interested in sales transactions,
00:08:50
if the paper was bought but not sold,
00:08:53
then you don’t need to enter information, you are
00:08:56
only interested in closed transactions, an example of filling out
00:08:58
you see on the screen the type of income code 15-30
00:09:02
provide a tax deduction code 201
00:09:05
these are expenses for transactions with
00:09:08
securities traded on the organized
00:09:10
market I will explain what this is tax
00:09:13
is levied on income but the amount of income can be
00:09:16
reduced
00:09:17
for of this, you need to indicate the amount of
00:09:19
expenses incurred, this is the amount of deduction, that is,
00:09:23
the amount of deduction,
00:09:24
this is the amount for which I bought shares plus a
00:09:27
commission for the purchase plus a commission for the
00:09:29
sale, and all this must be converted into rubles
00:09:32
at the Central Bank exchange rate on the corresponding dates, and
00:09:35
if there were many purchases for one instrument
00:09:37
and sales
00:09:38
how to calculate I did this for calculations I
00:09:41
used the fifo method first in first
00:09:44
out which means first came first left
00:09:47
for example I bought a share for 100 dollars
00:09:50
then bought another share for 110
00:09:52
dollars then sold one share for 150
00:09:56
dollars the income in this case is 150 dollars to
00:10:00
account for expenses, I take the first purchase of 100
00:10:02
dollars and the commission for buying and selling in
00:10:04
the amount of
00:10:05
102 dollars and I note to myself that
00:10:08
I have already used the first purchase the next time
00:10:11
when selling, to account for expenses I will
00:10:13
use the second purchase for 110
00:10:16
dollars my table according to this principle,
00:10:18
I entered all sales purchases and commissions for
00:10:21
purchase and sale, I took this data from the
00:10:24
brokerage report, the section is called
00:10:26
transactions, all the information is in currency in
00:10:29
my table, I converted it into rubles at the
00:10:32
Bank of Russia exchange rate on the dates of purchase and
00:10:34
sale, respectively, in the final
00:10:36
column I calculated the amount of deduction
00:10:39
if the amount of deduction is not indicate that the tax will be
00:10:42
withheld from the entire amount of the sale;
00:10:44
I did not indicate a deduction from profit in dividends
00:10:47
since I had no expenses for
00:10:48
receiving dividends; then I fill in the
00:10:51
amount of income in foreign currency; this amount is indicated
00:10:53
in the brokerage report; it does
00:10:56
not need to be counted separately if you sold 10 shares at 10
00:10:58
dollars then the amount of income is 100 dollars, that
00:11:01
is, it is not a profit, but the entire amount,
00:11:04
then I indicate the date of receipt of the income, that
00:11:07
is, the date of sale of the securities, the date of payment of
00:11:09
the tax, I leave it blank since the USA does not
00:11:12
charge tax, it is completely withheld in
00:11:14
Russia, the currency of the income is 840 if it is the US dollar
00:11:19
if you click check the box to determine the rate
00:11:21
automatically, then the system itself will calculate the
00:11:24
amount of income in rubles at the rate on the specified
00:11:26
date, so I entered all the income from
00:11:29
purchase and sale transactions, if there were unprofitable
00:11:32
transactions, then they also need to be entered; they
00:11:34
reduce the tax base,
00:11:36
then I move on to the next section,
00:11:39
choosing a deduction I I receive a travel deduction for
00:11:42
and therefore I put a tick in front of
00:11:45
investment tax deductions and in the
00:11:47
next step I enter the deduction amount, that
00:11:50
is, the amount of replenishment and from in 2020, I click on the next
00:11:53
section to dispose of
00:11:55
the overpayment, this is necessary for those who
00:11:57
receive a deduction from or some other,
00:12:00
in the next step I attach all the
00:12:02
necessary documents
00:12:04
are the documents that I talked about at the
00:12:06
beginning of the video, I enter the password for the
00:12:09
electronic signature certificate, click confirm
00:12:11
and send, I’ll repeat once again
00:12:14
that everyone can have their own nuances
00:12:17
since everyone’s sources of income are different,
00:12:19
a lot still depends on the inspector who
00:12:22
will check the declaration, they may
00:12:24
ask for some additional
00:12:25
documents and explanations, you need to
00:12:28
treat this calmly; I recommend
00:12:30
periodically logging into your personal account and
00:12:33
checking the message from the tax office; if it is
00:12:36
very difficult for someone to figure it out; there
00:12:38
may be many transactions with different
00:12:40
instruments, then you can turn
00:12:42
to specialists for help for taxes
00:12:44
that help prepare a declaration,
00:12:47
there are special services, there are private
00:12:49
specialists;
00:12:50
perhaps for some this will be a
00:12:52
simpler option; interactive brokers
00:12:55
usually come with serious sums,
00:12:56
so spending several thousand rubles
00:12:59
on preparing a declaration
00:13:01
will not be a problem for someone; I hope that this video will be for
00:13:03
many will help,
00:13:04
share your experience of
00:13:07
interacting with the tax office in the comments, all successful
00:13:09
investments so far

Description:

Показываю, как заполнить декларацию 3-НДФЛ онлайн в личном кабинете на сайте ФНС. Декларация на доходы от сделок купли-продажи и дивиденды по акциям на зарубежном брокерском счете в Interactive Brokers. У меня есть зарубежный брокерский счет в Interactive Brokers и ИИС в ВТБ. Показываю, как отразить все в одной декларации. Если у вас счет только в Interactive Brokers это видео вам тоже поможет. Подписывайтесь на мою страницу в Boosty и инвестируйте вместе со мной: https://boosty.to/salomatin Консультация по вопросам инвестиций и помощь в составлении портфеля: https://739c669.com/ru-ru/registration?qtag=a32934_t39226_c619_sarjq24r6pug Дзен: https://dzen.ru/salomatin Инстаграм: https://www.facebook.com/unsupportedbrowser Почта: [email protected] -------------------------------------------------------------------- Финансовые продукты, которыми я пользуюсь: Брокерский счет в Тинькофф. Если откроете счет по ссылке, то месяц торговли будет без комиссии: https://www.tinkoff.ru/invest/mgm/friends-day/?masterData=5b99a45ad997c775227e5c44cbc4e2dfc8428ef5d1e88f42a0b34837b8930e4bac36c5ea47a17d37175559534ded41d1f89750fa400c05ba3e6ef2cdde5387cec7cc0c12b52d69477e1d3fc8c412ccb123fa7fabac05b2095d5f7210a01b163ab983a1c7ef8632212342b5db645b7bdf42826cfe14dec7f558b42319bf4d56ad5b2e02f5a29b2ab5e27ffde9b54cc164a4267bbefaf69ae2cf6ed7a7b3f058b9&utmSource=mgm_mb_android&short_link=1Cs4AaBk0bG&httpMethod=HEAD Дебетовая карта Тинькофф с кэшбэком. Если оформите карту по ссылке - бесплатное обслуживание в подарок: https://www.tinkoff.ru/cards/debit-cards/tinkoff-black/?masterData=5b99a45ad997c775227e5c44cbc4e2dfc8428ef5d1e88f42a0b34837b8930e4bac36c5ea47a17d37175559534ded41d188efa59ce4e6c30ed20759384b12a4dfc7cc0c12b52d69477e1d3fc8c412ccb1b494d904ae475b912ff8085ba15198fd55c8ad27d2f82844338c9fb151ce9a40cec093256f4a2322e9379190d0b58a90798f8de341fcaff6c43aa40eee5aad3fd1541e0ce963d9658a841684e883f6fe&utmSource=mgm_mb_android&short_link=3wr9ixTXqZU&httpMethod=HEAD Брокерский счет в Interactive Brokers. Если откроете счет по ссылке - до 1000$ в акциях IB: https://www.interactivebrokers.com/referral/anton756 Intelinvest – сервис для ведения портфеля. При регистрации по ссылке - скидка 20%: https://intelinvest.ru/?registration=true&ref=97292 ------------------------- ДИСКЛЕЙМЕP ------------------------- Данное видео носит исключительно обозревательный характер и не является инвестиционной рекомендацией, финансовым советом или призывом к инвестированию. Автор не несет ответственность за возможные убытки и лишь транслирует свое субъективное мнение. Учитывайте все возможные риски и проводите собственное изучение. ---------------------------------------------------------------------------------- Если вас интересуют такие вопросы, как: инвестиции для начинающих обучение, пассивный доход, дивиденды, трейдинг, фондовая биржа, рынок ценных бумаг, инструменты московской биржи (акции, облигации, инвестиционные фонды, ETF), торговля на бирже, куда вложить деньги, куда инвестировать, добро пожаловать на мой канал! #инвестиции # InteractiveBrokers #3ндфл

Preparing download options

popular icon
Popular
hd icon
HD video
audio icon
Only sound
total icon
All
* — If the video is playing in a new tab, go to it, then right-click on the video and select "Save video as..."
** — Link intended for online playback in specialized players

Questions about downloading video

mobile menu iconHow can I download "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций" video?mobile menu icon

  • http://unidownloader.com/ website is the best way to download a video or a separate audio track if you want to do without installing programs and extensions.

  • The UDL Helper extension is a convenient button that is seamlessly integrated into YouTube, Instagram and OK.ru sites for fast content download.

  • UDL Client program (for Windows) is the most powerful solution that supports more than 900 websites, social networks and video hosting sites, as well as any video quality that is available in the source.

  • UDL Lite is a really convenient way to access a website from your mobile device. With its help, you can easily download videos directly to your smartphone.

mobile menu iconWhich format of "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций" video should I choose?mobile menu icon

  • The best quality formats are FullHD (1080p), 2K (1440p), 4K (2160p) and 8K (4320p). The higher the resolution of your screen, the higher the video quality should be. However, there are other factors to consider: download speed, amount of free space, and device performance during playback.

mobile menu iconWhy does my computer freeze when loading a "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций" video?mobile menu icon

  • The browser/computer should not freeze completely! If this happens, please report it with a link to the video. Sometimes videos cannot be downloaded directly in a suitable format, so we have added the ability to convert the file to the desired format. In some cases, this process may actively use computer resources.

mobile menu iconHow can I download "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций" video to my phone?mobile menu icon

  • You can download a video to your smartphone using the website or the PWA application UDL Lite. It is also possible to send a download link via QR code using the UDL Helper extension.

mobile menu iconHow can I download an audio track (music) to MP3 "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций"?mobile menu icon

  • The most convenient way is to use the UDL Client program, which supports converting video to MP3 format. In some cases, MP3 can also be downloaded through the UDL Helper extension.

mobile menu iconHow can I save a frame from a video "Interactive Brokers | Как заполнить декларацию 3-НДФЛ онлайн | Налоги с дивидендов и продажи акций"?mobile menu icon

  • This feature is available in the UDL Helper extension. Make sure that "Show the video snapshot button" is checked in the settings. A camera icon should appear in the lower right corner of the player to the left of the "Settings" icon. When you click on it, the current frame from the video will be saved to your computer in JPEG format.

mobile menu iconWhat's the price of all this stuff?mobile menu icon

  • It costs nothing. Our services are absolutely free for all users. There are no PRO subscriptions, no restrictions on the number or maximum length of downloaded videos.