Investments calculators6

Taxes on shares, deposits and ISAs.

Taxes on deposits, shares and pensions. The taxes in this group **change a great deal with when and how much you receive.** In several places the same amount taxes more when taken in one year and less when spread out.

Investments calculators

6

Tap a card to open the calculator.

Where to start

  1. Financial Income Tax Calculator

    If interest and dividends pass the threshold, they are combined with other income and the rate jumps. See whether you pass it first.

  2. ISA Tax Saving Calculator

    If you look likely to pass it, splitting into this account can be the answer.

  3. Pension Withdrawal Tax · National Pension Timing

    You can choose when a pension starts and how much you take each year. That choice is the tax.

Passing the threshold combines only the excess, not the whole amount

People often think that once financial income passes the threshold, all of it is taxed together with other income. In fact only the part above it is combined. Not knowing this leads to needless decisions near the line.

Not in this group

Year-end settlement for a brokerage account
Financial income is not part of the year-end settlement. Above the threshold it is settled in the May global income tax return, computed in the Global Income Tax Return calculator under Business.
Tax on severance pay
That is the Severance Pay Tax Calculator under Year-End Settlement.

The law this group rests on

The provisions reflected across these 6 calculators. Statute names stay in Korean so you can look them up; when one changes, every calculator listed here moves with it.

  • 소득세법 제14조제3항제6호
  • 제62조
  • 소득세법 제129조
  • 소득세법 제14조
  • 소득세법 제64조의4
  • 소득세법 제47조의2
  • 조세특례제한법 제91조의18
  • 증권거래세법 제8조
  • 같은 법 시행령 제5조
  • 농어촌특별세법 제5조제1항제5호
  • 국민연금법 제51조
  • 국민연금법 제61조
  • 국민연금법 제63조
  • 국민연금법 부칙 제20조
  • 국민연금법 제52조
  • 국민연금법 제62조
  • 국민연금법 부칙 제21조

Effective dates and amendment history are in Basis, and what is about to change is in Upcoming.

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