Filing
What the annual return and the monthly TOB declaration actually need from you, and the records that produce them.
- Filing
Self-declaring as a DEGIRO or Interactive Brokers investor: a walkthrough
A foreign broker leaves TOB, foreign dividends and realised gains for you to report yourself. This walkthrough follows the three returns those obligations land in, and which document feeds each one.
Written by Belfolio4 min read - Filing
Where dividends and stock-lending income go on the Belgian return: the boxes and codes
Foreign dividends with no Belgian withholding tax go in box VII, code 1444/2444, for the amount actually received — while the reclaim of the exempt €833 tranche sits under 1437/2437. Securities lending does not follow the same code: the compensation payment is miscellaneous income, in box XV.
Written by Belfolio7 min read - Filing
Declaring a foreign broker account: the NBB register and box XIII
Holding a DEGIRO, Interactive Brokers or Trade Republic account puts two separate obligations on a Belgian resident — a one-off registration with the National Bank, and a line on the return every year the account exists.
Written by Belfolio12 min read - Filing
Several brokers, one tax return
No broker sees your whole position, yet the exemption and loss offsets are claimed once, for the person. That gap is what a consolidated record closes.
Written by Belfolio4 min read