有人补税超百万元！投资者考虑转道港股通｜港美股看台

Group 1 - The article highlights that some investors in Hong Kong and US stocks have received tax notices requiring them to pay a 20% tax on overseas investment income [1][2] - The tax notifications primarily affect high-net-worth individuals, with amounts owed ranging from hundreds of thousands to over a million yuan [2][3] - Many investors are considering switching to the Hong Kong Stock Connect channel, which currently exempts capital gains tax until December 31, 2027 [2][10] Group 2 - There has been an increase in inquiries regarding overseas investment taxation, particularly concerning Hong Kong and US stocks, as more individuals receive tax notifications [4][9] - The tax authorities have enhanced their data analysis capabilities, leading to more proactive identification of taxpayers with significant overseas assets and income [4][6] - The Common Reporting Standard (CRS) has been in place for years, but enforcement has tightened recently, allowing tax authorities to access information about residents' overseas financial accounts [6][7] Group 3 - Taxpayers are required to self-report their income and may face scrutiny if they do not comply with tax obligations [5][9] - The tax calculation for overseas stock trading allows for offsetting gains and losses within the same tax year, but not across different years [9][10] - Investors are advised to communicate with tax authorities to clarify their tax situations and avoid potential audits [9][10] Group 4 - The shift to the Hong Kong Stock Connect could significantly impact online brokerage firms that focus on overseas investments, such as Futu Securities and Tiger Brokers [10][12] - However, the Hong Kong Stock Connect has limitations, such as restrictions on participating in IPOs and trading certain newly listed stocks [11]