Completion of F4

Through a data capture window you must reflect the NIF of the entity issuing the shares or interests of the investment funds.

Next, if the holder of the shares and interests of the taxpayer who loses this status due to a change of residence has transferred said securities.

The market value on the accrual date of the last tax period in which you are a taxpayer for this Tax will then be entered in the boxes provided for this purpose, broken down for each homogeneous value. In the event that the securities were transferred, the transfer value will be recorded instead.

If the reduction coefficients regulated in Transitional Provision 9 of the Tax Law are applicable to said values, provided that the value of all transfers made from January 1, 2015 with the right to apply the percentages does not exceed the amount of 400,000 euros, the accumulated amount must be indicated. You must also state the value to which DT 9 applies, the portion of the profit that can be reduced and the amount of the reduction.

You must also indicate the purchase price of the securities listed.

With the data provided, the program will calculate the capital gain that will be included in the Savings Tax Base.