Capital Gains before/after vesting period

[zeeshan]

Hi all,

I know that if you're using a German broker you don't need to file taxes separately as they report it automatically. However I have a question: I got shares from my company last year which aren't vested yet and isn't available to me. Do I still need to report/file it or only report it when I'm filing for the year 2024?

Another question is I got an email about Vorabpauschale from a broker I use that the advance tax will be deducted from this year. Do I still need to do anything regarding it or that's also automatically done by the broker?

Thanks in advance.

[PandaMunich]

I know that if you're using a German broker you don't need to file taxes separately as they report it automatically. However I have a question: I got shares from my company last year which aren't vested yet and isn't available to me.
Do I still need to report/file it or only report it when I'm filing for the year 2024?

No, you since you will only have dividend income from these shares after you actually receive them.

Another question is I got an email about Vorabpauschale from a broker I use that the advance tax will be deducted from this year.
Do I still need to do anything regarding it or that's also automatically done by the broker?

No, it's done automatically by the German broker.

[zeeshan]

Thank you so much for the explanation!