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Securities portfolio

4.2.TRANSMISSION

TR operation type

Operation date

Market key according to the operation carried out:

  • 1. Spanish official secondary securities market

  • 2. Official secondary market for European foreign securities

  • 3. Official secondary market for non-European foreign securities. 

Origin key

  • 1. Transactions for consideration: The transfer value will be determined by the price in said markets on the date of the transfer or by the agreed price when it is higher than the quoted price.

  • 2. Intervivos lucrative operations: transfer value will be the one set for the purposes of the Inheritance and Donation Tax.

  • 3.Operations for profit mortis causa: transfer value will be the one set for the purposes of the Inheritance and Donation Tax.

Number of titles

Nominal titles

Operation expenses

If the taxpayer has transferred during the year shares acquired before 1994 that have generated capital gains susceptible to reduction in accordance with the provisions of DT 9, or is over 65 years of age with the possibility of applying the exemption for reinvestment in annuities, a Once the securities portfolio results have been transferred to your web income, you can complete the necessary data there to apply both tax benefits.