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Sale or disposal of financial arrangements(including government stock or local authority stock)金融安排的销售与处理(包括政府发行的股票或者当地权威机构发行的股票)

About this Guide

This form is used for declaring the sale or disposal of financial arrangements and includes any government stock or local authority stock.

This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.

 

When to use this guide

You will need to complete a separate form for each financial arrangement that is sold or has matured. If your financial arrangement was government or local authority stock you need to complete a separate form for each parcel of stock that you held.

Important note
This is a simplified calculation for use by a cash basis holder or a cash basis person under the accrual rules. If you are not a cash basis holder or a cash basis person or you need help working out the loss or gain on your investment, phone Inland Revenue on 0800 377 774

 

What you will need

  • the sum you received for the sale of your stock after deducting any broker's fees
  • the redemption payment for any stock held to maturity
  • the total amount of interest you received during the time you held this investment
  • total sum paid for the stock including any broker's fees
  • Adobe Reader 9 http://www.adobe.com/products/reader/

    After you finish

    Please print, sign and attach your completed IR3K to your tax return and post to your nearest Inland Revenue office.

    You may wish to keep a copy of this form for your personal records.

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