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Where Taxpayers and Advisers Meet

Struggling to do this Capital Gain Calculation

KamX
Posts:1
Joined:Sat May 08, 2021 1:06 pm
Struggling to do this Capital Gain Calculation

Postby KamX » Sat May 08, 2021 1:11 pm

Hi All,

I can't seem to figure out what my losses were for 2019/2020 & 2020/2021. I can calculate total losses but struggling to split what the losses where each tax year. can anyone advise what calculations I should be using ? below is my orders I made

15-Feb-21 SELL LLOY LSE 26,325 38.490 10,120.05
10-Feb-21 SELL LLOY LSE 39,799 37.720 14,999.88
23-Nov-20 SELL LLOY LSE 37,548 37.090 13,914.76
14-Apr-20 SELL LLOY LSE 34,305 32.960 11,292.49
08-Apr-20 SELL PMI LSE 10,367 88.200 9,131.19
08-Apr-20 BUY LLOY LSE 29,990 30.250 -9,129.84
06-Apr-20 SELL LLOY LSE 52,329 28.690 15,000.54
17-Mar-20 SELL LLOY LSE 42,080 33.790 14,203.23
16-Mar-20 BUY LLOY LSE 27,074 33.030 -8,999.75
12-Mar-20 BUY LLOY LSE 37,548 39.710 -14,997.61
10-Mar-20 SELL LLOY LSE 34,108 44.020 14,999.84
10-Mar-20 SELL LLOY LSE 1,253 44.180 541.08
09-Mar-20 BUY LLOY LSE 35,361 42.170 -14,999.79
02-Mar-20 BUY PMI LSE 132 132.550 -178.47
24-Feb-20 BUY LLOY LSE 28,151 52.970 -14,999.64
21-Feb-20 BUY LLOY LSE 35,671 55.750 -19,999.95
27-Jan-20 BUY LLOY LSE 40,119 57.010 -22,999.66
13-Jan-20 BUY LLOY LSE 33,833 58.780 -19,999.98
27-Dec-19 BUY PMI LSE 10,235 185.500 -18,999.43

Jholm
Posts:184
Joined:Mon Mar 11, 2019 4:22 pm

Re: Struggling to do this Capital Gain Calculation

Postby Jholm » Mon May 10, 2021 8:54 am

You haven't specified but these must be shares?

You need to have an understanding of the share matching rules before you can work out costs and therefore, your gains/losses.

https://www.gov.uk/government/publications/shares-and-capital-gains-tax-hs284-self-assessment-helpsheet/hs284-shares-and-capital-gains-tax-2021


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