Reporting virtual dividends

Bear in mind that capital gains and losses are all the user needs to report to tax authorities. If the user has not received any dividends during the period he is issuing his tax report for, then no further action is needed on his part! However, the user must report his Bitpanda account if he has not already done so. For a hassle-free reporting of his account, the user can read our article here.

However, if the user has sold crypto assets, stocks, or ETFs, he needs to report them to tax authorities. Here are some articles that may be useful:
Reporting sold stocks & ETFs
Reporting sold crypto assets

The user received at least one dividend?

The user must fill out form number 2047 to report the dividends he received.

Completing form 2047 📝

First, the user will need the document sent to the email address linked to his Lydia account. Second, the user will also need the “Dividendes” spreadsheet.

The user fills out dividends he received in:

Section 260 : “REVENUS DES VALEURS MOBILIERES FRANCAISES ET REVENUS ASSIMILES ENCAISSES A L’ETRANGER”

In the “Pays d’encaissement” column, the user fills in “Autriche” for all dividends he received via the Lydia app. This is because Bitpanda is located in Austria.

Figures in the picture used above are for demonstration purposes only. Instead, use your own figures. You can find them in the recap spreadsheet we sent you via email.

While completing form number 2047, remember to activate the automatic completion option: it will fill out lines you have already completed once. This will save you time for the Cerfa 2042 form !

And voilà the user is done reporting his dividend yields! The user must not forget his sold stocks, ETFs, and crypto assets too. If the user needs help reporting those, here are some articles that may help :