Guide to Download US Stocks Capital Gain Statements from IND Money

Introduction

• Capital gains are profits one earns from the sale of assets such as stocks, mutual funds and real estate. The gains will be classified as short term or long term based on how long they have been held.

• Instead of manually entering the details you can simply upload a “Capital Gains Statement” that is a consolidation of your US Stocks investment performance, capital gains and income on IND Money. Additionally, a few more reports are required as well for saving taxes and seamless ITR filing.

• This guide covers the step by step procedure to fetch Capital gain, FA Schedule and FSI Schedule statements from the IND Money website / app.

Process for IND Money (US Stocks) statements

Step 1 : Login to your IND Money Mobile App

• Openyour IND Money mobile app and login with your credentials.

Step 2 : On the Home page, tap the “More” button on the bottom right

• The following screen will open

• Scroll down to see “Taxation & Report” section. Tap on the “US Stocks”.

Step 3 : Downloading the ITR related Reports

• Choose the required FY Capital Gains Statement and download the file in excel format.

• Also, choose Jan - Dec FA Schedule Statement and download the file.