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Taxes may be returned if the tax is deducted by determining the profit of the account with a collection of source.
However, by entering the total income amount of the利益d income, dependents, 、use deductions, national health insurance premiums and local government benefits may be avoided. If you only see the refund, you may lose it as a result.
Don't see only refund
The following are the decisions that investors tend to do:
Tax returns if the dividend is d
So you get moreTaxes may be correct. However, it may be possible to specify another system by being treated as income in the final declaration.
Influential
| 項目 | What happens |
|---|---|
| 扶養 | Total income amount may increase and may affect dependencies |
| use deduction and use special deduction | Deduction may change |
| National Health Insurance | Income may increase insurance premiums |
| Nursing care insurance premiums and late elderly care | Income judgment may occur |
| Municipal benefits and burdens | may be related to income standards |
It is necessary to pay attention to those who are investing in a person, self-emp ed person, or dependent.
Advantages of the source collection account
You may not be able to file a tax account.
If you choose no declaration, there is a case where you can do it without declaring the investment profit.
On the other hand, it may be necessary to make a declaration to use profit and losses and deductions. In other words, you need to compare the benefits and side effects you want to申告.
Judgment flow
the following order before declaring:
| Order | Check |
|---|---|
| 1 | Tax return by declaration |
| 2 | Effect on total income amount |
| 3 | Effects on Dependent and Spouse Deduction |
| 4 | Effects on National Health Insurance Fees and Local Government System |
| 5 | necessity to use profit/loss/delivery deduction |
Even if the refund amount is a few million yen, there may be more burden due to insurance and deduction.
- Even if the tax is returned in the final declaration, it may be damaged overall
- Check the impact of dependents, use deductions and national health insurance premiums
- There is a possibility that you can choose a tax return account.
- Determine the balance between profits and losses and deductions
Taxes for investments will not be completed only by tax. It is important to determine the rest of the household.
出典
This article is based on the National Tax Agency Information on the specific account system, dividend income, and the tax return requirements of the payer.
- Date: 2026-05-23