Short answer
Investment sales and capital gains often point to Anexo G or G1, while foreign dividends, interest, gains, or brokerage accounts can also point to Anexo J. The key routing question is what type of asset you held, where the account was, and whether there was income or a sale.
What investment events matter?
- Receiving dividends or interest.
- Selling shares, ETFs, funds, crypto, or other assets.
- Holding a foreign brokerage or securities account.
- Receiving statements showing tax withheld outside Portugal.
Which annexes should I expect?
Anexo G and G1 are commonly connected to capital gains and certain asset disposals. Anexo J is commonly connected to foreign investment income and foreign accounts. If you also use NHR or IFICI treatment, Anexo L can appear as a separate regime-treatment annex.
What records should I keep?
Keep annual broker statements, dividend and interest reports, purchase and sale confirmations, dates, values, fees, foreign tax withheld, and exchange-rate assumptions. The quiz does not need those values, but the final return usually does.
FAQ
Which annex is used for capital gains?
Capital gains commonly point to Anexo G or G1, depending on the asset and treatment. Foreign investment facts can also involve Anexo J.
Do foreign dividends go in Anexo J?
Foreign dividends should be reviewed as foreign income and commonly point to Anexo J.
Does my brokerage statement replace the declaration?
No. It is evidence for preparing the return, not a substitute for filing the right annexes.