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In the year when the total annual total was negative, if you do not make a final declaration, you may throw away future tax saving opportunities.

The transfer loss of listed shares, etc., can be offset with future profits by repeating for three years following the following year. The more you lose, the more you申告.

What is transit deduction?

Passover deduction is a mechanism to carry over the loss that was not used this year after the next year.

For example, the loss of 1 million yen has occurred this year.

YearIncomeTax Policy
Year100 million yenReturn loss and repeat
Next year+60 million yenPossibility to offset with repeated loss
New Year+40 million yenPossibility to offset the rest

If you file a loss, you may be able to reduce taxes on future profits.

Cannot be used without declaration

The important thing is that the determining declaration is necessary for the loss year.

If you leave "the tax is not relevant because you lose it", you may not be able to offset the next year's profit. I want to check the annual trading report about the year I lose.

Annual declaration is required for three years

Repetition deduction is not the end if only the year that the loss has been issued.

In order to repeat the loss after the next year, there is a case that the final declaration is required continuously. Declaration to maintain transit is related even when the profit is not made.

Nの loss is not applicable

The loss of the N、 account cannot be the profit and loss of the tax account.

N。 is a powerful system where profits are tax-exempt, but even if a loss occurs, it is treated similarly to "not" on tax. Transactions that want to assume profit and loss arithmetic or transfer deduction must be considered to be used with tax account.

  • Year when the annual loss occurred in the stock, check the transfer deduction
  • Possible to repeat loss for three years following the following year
  • A final declaration is required for repeating
  • The loss of Nの account cannot be combined with tax account

It is not a system that fully affects the loss, but it will be a material that reduces the future profit. This is the year of tax preparation.

出典

This article is based on the information of the National Tax Agency on the transfer of the transfer loss of listed shares etc.

  • Date: 2026-05-23
This article is for educational and informational purposes only, based on public information. It is not a recommendation or solicitation to buy or sell any specific security or financial product. Although care is taken with accuracy, the content and future investment outcomes are not guaranteed. Final investment decisions should be made at your own judgment and responsibility.