The redesigned tax report was created to simplify your annual tax filing. It includes:
Vest account balance as of 12/31/2024, in USD and converted to BRL.
Details of assets in custody, including quantities, tickers, costs in USD, and conversion to BRL using the PTAX rate.
Capital gains realized in 2024, already converted and organized.
Dividends received and foreign taxes withheld.
You can also download:
A complete spreadsheet with all your transactions from 2024.
Trade Notes.
Monthly statements.
This information does not remove or replace the investor's responsibility to verify all the data and values presented, nor the need to seek guidance from a trusted tax or legal advisor for the proper declaration of investments to the Brazilian Internal Revenue Service (RFB) and the Central Bank of Brazil (BCB). Northbound Securities, LLC does not offer tax or legal advice.
The information provided by Vest is for informational purposes only and does not replace professional evaluation and guidance in tax and regulatory matters. Vest is not responsible for any losses resulting from miscalculations, incorrect tax filings, or reporting of foreign investments, income, or capital gains. We always recommend that investors ensure the information they report complies with Brazilian regulations.