Investment income

I own shares and are now becoming a tax resident in Denmark. What should I be aware of?

The entry value of the shares must be reported to the Danish Tax Authorities with your annual tax return together with an overview of the shares. The entrance value is used as your purchase price when calculating the profit on a potential sale of the shares.

The profit is calculated as the difference between the purchase price and the price at which you sell the share. Hereby, the taxable profit is based on this calculation.

What if I decide to leave Denmark later on, will my shares have an effect on taxation?

You might be subject to exit tax on your shareholding if you decide to leave Denmark. You will be taxes in one of the following situations:

  • If you have been considered a Danish tax resident or limited tax liable to Denmark of share income for the 7 out of the past 10 years, and
  • You own shares with a total value of more than DKK 100.000

I own mutual funds and are now becoming a tax resident in Denmark. What should I be aware of?

Mutual funds and ETFs are taxed on the mark to market principle – i.e., on both realized and unrealized gains/losses.

Equal to shares, these investments will get an entrance value, and they should be declared to the Danish tax authorities, to ensure deduction for a future loss.

The gain/loss is generally included as capital income, but certain holdings are taxed as share income.

Depending on your personal tax situation, these investments vehicles can therefore be disadvantageous from a tax perspective - e.g., due to large value fluctuations during a period of Danish tax residency.

I own cryptocurrency. Is there anything I should be aware of?

The main rule is that any gain on cryptocurrency is taxed as personal income (without AM-tax). The taxation on cryptocurrency is in accordance with the realisation principle. Hereby, any realised gain on cryptocurrency is taxed up to approximately 53%. Please be aware that if you are deducting a loss this has a tax deduction value of approximately only 25%.

Please note that cryptocurrency can vary a lot in terms of how they are handled from a tax perspective, and they should therefore be considered carefully.