Capital Gain in Filing

When filing your tax return, you may be asked for a quarterly breakdown of short-term capital gains and dividends, but brokers typically only provide yearly summaries. This discussion offers advice on how to obtain the necessary quarterly details. You can check your Annual Information Statement (AIS) or bank statements, and your broker should be able to provide dividend details quarterly. For capital gains, you may need to request specific statements from your broker or service provider, as 26AS/AIS might not always contain this granular data. Many online brokerages offer realised gains/losses statements that can help you compute the quarterly figures.