SÃO PAULO – Many investors entered the market in 2020. In B3 alone, around 1.5 million individuals registered to operate only during the past year. For this reason, for many people, this will be the first time that there will be investments – such as stocks, real estate funds or government bonds – to include in the income tax return.
The IRS has already released the details of this year’s declaration, and since Thursday (25) the Individual Income Tax (IRPF) program 2021, referring to the base year of 2020, is available for download.
But for those in the group of those who do not even know how to start declaring investments, the InfoMoney gathered in an ebook guidelines on the taxation of the main financial products and on how to insert them in the IR program – leave your email below to receive it.
Recalling that taxpayers who had capital gains on the sale of assets or made operations on the stock exchange in any month of 2020 are required to make the declaration – even if they do not reach taxable income of R $ 28,559.70 or exempt income of R $ 40 thousand, which are the traditional mandatory cases.
There are a number of rules that must be followed to correctly fill in the investment information in the statement and avoid falling into the fine mesh. Fixed income investments follow a logic, which is different from that adopted in variable income investments.
The data and information needed to make the statement are available in the Income Statement that all financial institutions with which you have invested in the past year must make available.
The period for filing the income tax return starts on Monday (1) and continues until April 30, 2021. The IRS estimates that about 32 million people have to carry out the procedure.
In addition to the e-book on Income Tax on investments, the InfoMoney will also answer additional and specific questions from readers during the declaration period. Just send a question to the email [email protected]