When is the tax reporting done?
Managing your account
Reports are submitted annually by July 31st. Report refers to active or opened accounts in the previous calendar year, as well as any accounts closed during the previous calendar year. The balance reported is the one at the year end for active accounts and the closing balance for those closed during the previous calendar year.
When is the tax reporting done?
What are the relevant dates for CRS information submission?
Reports are submitted annually by July 31st. Report refers to active or opened accounts in the previous calendar year, as well as any accounts closed during the previous calendar year. The balance reported is the one at the year end for active accounts and the closing balance for those closed during the previous calendar year.
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