Can Vested help me file my ITR and offset my losses?
No, Vested does not provide services to help file your ITR. However, we provide a detailed tax module catered specifically to Indian investors for filing their taxes and a tax-loss harvesting module that allows investors to easily offset their unrealized losses against capital gains to reduce their tax liability.
Related Articles
Which gains can short-term and long-term losses offset?
Long-term capital loss cannot be offset against any income other than income from long-term capital gain. Short-term capital loss can be offset against long-term or short-term capital gain.
How is Vested regulated?
Vested holds a license in the US: Vested is registered as a FINRA (Financial Industry Regulatory Authority) member and a Broker Dealer called as VF Securities, Inc: https://brokercheck.finra.org/firm/summary/315194 SEC (Securities and Exchange ...
Which documents are required to file taxes in India for my US stock investments?
The following documents are required to file taxes in India for your US stock investments: Capital gains summary Schedule FA Schedule FSI Schedule TR Form 67 You can read more about the documents needed here. All of these documents are generated by ...
How do I transfer funds or securities from one Vested account to another Vested account?
You can transfer securities or funds from one Vested account to another Vested account only if you're the primary account holder for both these accounts. Please note that third-party transfers are not allowed on our platform. An internal transfer ...
What is a recurring investment on Vested?
A Recurring Investment on Vested is a convenient feature that allows investors to automate their investments in U.S. Stocks and ETFs. This tool enables you to consistently invest in any stock or ETF of your choice at regular intervals, which can be a ...