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• #595 kovaax őstag

  Új Válasz 2024-12-03 13:44:54 #595

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  Én is kérdezni akartam, mire iBot ezt mondja:
  "IBot
  The information provided is not entirely accurate. According to the TBSZ FAQ, you have a window from December 1st to December 30th to submit your statement regarding the transfer of assets from your maturing TBSZ to a new TBSZ. Specifically, at the end of Holding Period 2 (which is the 5-year period), you can declare between December 1-30 that you want to transfer your assets partially or fully to another TBSZ opened in the second year of Holding Period 2.
  If you don't submit a statement by December 30th, the account will be terminated, and all assets will be transferred to your primary account. The achieved returns in this case would be tax-exempt, and you wouldn't need to include them in your Hungarian annual Personal Income Tax return.
  It's important to note that if you decide to transfer assets to a new TBSZ, the value of the assets to be transferred must be at least 25,000 HUF. If it's less than this amount, the transfer will not occur, and your assets will be transferred in their entirety to your primary account.
  You will receive a notification in the Client Portal about the deadline for making this declaration and instructions on how to do it.
  Sources"

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