Two income types, two calculations
A gain from selling shares and a dividend distributed by a company are different types of income. For disposal gains, calculate acquisition cost and sale proceeds in Turkish lira using the relevant transaction dates.
For dividends, document gross income and US tax withheld. Apply the double taxation treaty together with the foreign tax credit limit under Turkish law.
Convert the broker statement into usable records
An annual PDF statement may not be enough. Retain transaction-level CSV files, dividend receipts, commissions and foreign-currency movements.
Portfolio transfers, bonus shares, mergers and option transactions may need additional cost tracking. Quarterly reviews reduce error risk without waiting until year-end.