How to get capital gain statement?

Last year, I had to get my capital gains statement, and I wasn’t sure how to get that. So, I researched how to get capital gain statement? It seemed tricky as I had never done it before, but it’s actually a pretty straightforward process. I found you can get it directly from the mutual fund house or brokerage firm where you have investments. Let me share the detailed steps I got below.

How to Download Capital Gain Statement?

A capital gains statement is important for tax, as it shows the profits (or losses) from your investments. Whether you’ve made a profit from stocks, mutual funds, or any other assets, this statement shows how much you’ve earned in the particular year. 

Here are the steps I came across to get a capital gain statement:

1. You must head to the website of your mutual fund house or brokerage firm.

2. After that, navigate to reports or statements. This is usually under the account or portfolio section.

3. Choose the financial year you need the statement for.

4. Choose the mutual fund plans or schemes you’ve invested in during that year.

5. Finally, download the statement in a PDF, Excel, or CSV file format.

These are the processes I follow to get mine. I hope you found this helpful.

Get Assistance in Getting Capital Gains Statement from Experts at NoBroker

Read more

How to Fill a Long Term Capital Gain in ITR 2 

I download my capital gain statement regularly, so I can answer your query on how to get capital gain statement. If you have investments across several investment platforms or through the physical route, then I suggest you use RTAs, such as CAMS and Karvy’s consolidated capital gains statement mail-back service.

These RTAs deal with the back-office operations of mutual funds so that fund houses can focus on investment management and other opportunities. I want you to know that Sundaram Mutual Fund and Franklin Templeton Mutual Fund have their own RTAs.

• Log in to the platform, tap on the “Investor Service” button, and then on the “Capital Gains Statements” button.

• Tap on “Capital Gain by Mail”.

• Fill in all the relevant details

• Fill in the e-mail address registered in your investment folios and then enter the password to open the attachment. Next, choose the relevant date.

• Submit the form and you will receive the statement in your mail instantly.

• Under the ‘Statements’ option, tap on ‘Capital Gain/Loss Statement.’

• Fill in all the relevant details and choose the relevant period

• Fill in your email address that is registered with your investment folios.

• Choose the ‘All Funds’ option from the mutual fund category’s drop-down list and fill in your PAN details.

• Choose ‘Email an encrypted attachment’ as the delivery option and then enter the password to open the mail.

• You won’t receive any attached document in case you haven’t redeemed your mutual fund investment during the chosen financial year.

Alternatively, you can visit your online investment platform or mutual fund company to get the capital gain statement.

Read more:

I hope you liked my answer on how to get capital gain statement.