The 60-second version
Bosnian brokerage exit needs sell SASE holdings, UINO capital gains summary, depot termination letter, and EUR SWIFT to NRE before India tax residency.
UINO capital gains before BAM wire — sell SASE holdings first
Bosnia taxes capital gains on securities disposals — obtain broker annual summary and reconcile with tax authority before closing depot.
Raiffeisen Bank and NLB Banka are common — SASE listings are thin; plan exit before illiquid hold.
Balkans neighbour: Serbian brokerage guide if parallel Belgrade depot.
Bosnian brokerage wind-down
| Broker | Tax doc | Step |
|---|---|---|
| Raiffeisen BA | CG stmt | Sell + close |
| NLB Banka | Annual cert | Zero holdings |
| SASE | Local stocks | Plan liquidity |
| Linked bank | BAM/EUR | Close after depot |
Closure
Sell
Liquidate SASE holdings.
UINO tax
CG if required.
Convert BAM
EUR before SWIFT.
Close depot
Termination letter.
Schedule FA
Last FY foreign asset.
Flow
Bosnia brokerage kit
- Trade confirms.
- Tax summary.
- Closure letter.
- SWIFT.
- JMBG copy.
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Entity split
Federation vs Republika Srpska tax offices differ — use broker's registered entity address for CG filing.
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Keep SASE stocks?
Schedule FA if retained — most close depot.
Form 67?
If Bosnia CG taxed same FY as India gain.
US person FBAR?
Bosnian accounts in USD 10k aggregate test.
Serbia neighbour?
Serbian brokerage guide if parallel Belgrade depot.
Dividend WHT?
Bosnia WHT — treaty relief via Form 67.
Croatian broker?
Croatian brokerage guide if parallel Zagreb depot.
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