Information to check in the Shareholder's tax report

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In mid-March, all shareholders will receive a Shareholder's tax report (RF-1088). You should check that the information in this report is correct. You need only submit the report if you have amended it. Remember that changes to the report could mean that you must amend your tax return.

We recommend that you check the following information in the report:

Sales and other realisations

If the Norwegian Tax Administration has complete information concerning the realisation of shares and dividends, these amounts will be pre-completed in the tax return.

If the gains/losses do not correspond, or are missing, you must amend and submit the report. Enter the correct gain/loss under item 3.1.8/3.3.8 of the tax return. 

In Altinn, you will find a correctable version of the Shareholder’s tax report (RF-1088K). In this report, you can alter the input value for shares purchased during the income year, as well as the fees paid for shares realised during the income year. After a couple of days, you will be able to access a new recalculated Shareholder’s tax report (RF-1088R). In the recalculated report, you will find the new calculated gain/loss, i.e. the amount you should transfer to the tax return.

Dividend

If you wish to make any changes or additions linked to dividends, you should make the changes directly under item 3.1.5 of the tax return. You cannot make any changes in the Shareholder's tax report.

Tax value (capital value)

The tax value is the tax-related capital value of the shares you own at the end of the year. Capital values of shares are pre-completed in the tax return under two separate items:

  • Item 4.1.7 Tax value of shares in companies registered with the Norwegian Central Securities Depository (VPS)
  • Item 4.1.8 Tax value of shares transferred from RF-1088

If you wish to make any changes or additions linked to tax values, you should make the changes directly in the tax return. You do not need to make any changes in the statement of shares and equity certificates.

Input value

The input value of a share is normally what you paid for the share, including costs. If the information concerning input value in the statement of shares and equity certificates is incorrect or incomplete, you must amend and submit the statement.

For more information, see guidance for the Shareholder’s tax report.

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