Financial Education #287: how to declare investments in Income Tax 2024

Financial Education #287: how to declare investments in Income Tax 2024

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To help with the task of organizing all the details and not running the risk of falling through the cracks, in this episode, an expert talks about everything you need to know to declare investments, from fixed income to cryptoactives. The rules for declaring investments in Income Tax can cause confusion because, for each type of financial product, there is a different guideline. To declare fixed income products, for example, such as savings, Treasury Direct bonds and CDBs (bank deposit certificates), it is necessary to obtain the income report from investments with financial institutions. The same goes for investment funds. To declare assets traded on the stock exchange, the investor needs to gather all monthly declarations and report them to the Federal Revenue Service. To help with the task of organizing all the details and not running the risk of falling through the cracks, in this episode of the Financial Education podcast, EY consultancy partner Felipe Coelho talks about everything you need to know to declare investments on Tax de Renda 2024. LISTEN TO THE PODCAST BELOW: Listen also on Spotify players Amazon Apple Podcasts Google Podcasts Castbox Deezer Logo podcast Educação Financeira Comunicação/Globo What are podcasts? Podcasts are episodes of audio programs distributed over the internet and can be enjoyed on various platforms — including g1, ge.com and gshow, for free. Content can be listened to on demand, that is, whenever and however you want! Generally, podcasts tend to cover a specific and in-depth topic in an attempt to build a loyal audience.

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