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by holymackarel
Wed Aug 06, 2025 1:00 pm
Forum: Taxes & finance
Topic: Confusing situation - ETFs units as gift
Replies: 4
Views: 140

Confusing situation - ETFs units as gift

As an OCI and tax resident of Germany, I recently found out that Germany imposes a preliminary lump-sum tax on mutual funds—even if they are not liquidated. If I do sell them, I would be liable to pay long-term capital gains (LTCG) tax here in Germany at a rate of 25% plus additional surcharges, whi...