How to export a report from Freedom24
Freedom24 allows downloading a broker report in XLS format from the web interface. Only XLS files are supported. The report contains trades (buy/sell) and securities income (dividends and withholding tax).
For Freedom24, export the full broker XLS report for the longest period needed for FIFO. This helps the calculator keep Polish acquisition costs and dividend history complete.
- 1Log in to Freedom24 in the web version and click the hamburger menu (☰) in the top-right corner
- 2Select "Report"
- 3Select "Broker Report", then "For period"
- 4Set the widest possible date range (all years back) and click the green "✓" button
- 5Download the report in "XLS" format
Tip: The full date range is required for correct FIFO tax calculation. The calculator needs all transactions to properly match sales to purchases in chronological order. The downloaded XLS file can be imported into the app, which will automatically calculate the capital gains tax (19%) and prepare PIT-38 data.
Does Freedom24 issue PIT-8C or only broker reports?
Freedom24 filing in Poland is based on the broker XLS report rather than a Polish PIT-8C. The calculator reads this report and prepares Polish PIT-38 and PIT-ZG data automatically.
That helps Polish tax residents, including those living abroad, avoid rebuilding the tax workflow manually in spreadsheets.
How to file Freedom24 in Polish PIT-38
Freedom24 stock and ETF sales go in PIT-38. You attach PIT-ZG only if you have income from sales in a country other than Poland (e.g. shares of a US company) — one per country; Freedom24 being based abroad does not decide this on its own. Foreign dividends and any withholding tax paid on them go to section G of PIT-38, without PIT-ZG.
The calculator converts currencies using NBP rates and keeps earlier purchases in the FIFO chain, which is especially important if you are filing from abroad with several tax years of history.
Frequently asked questions
Do I need to file Polish taxes for Freedom24 transactions?
Yes. Freedom24 is a foreign broker (Cyprus), so you must report all capital gains and dividends on PIT-38 yourself. Freedom24 does not file taxes on your behalf in Poland.
Does Freedom24 issue PIT-8C?
No, Freedom24 is not a Polish broker and does not issue PIT-8C. You are fully responsible for calculating and filing your PIT-38 return using the broker report export.
How are Freedom24 dividends taxed?
Dividends from foreign companies go to part G of PIT-38: the 19% tax in box 47, the tax withheld abroad (shown in the SecIncome sheet) in box 48 and the difference in box 49 (box numbers of PIT-38(18)). The law caps the credit at the Polish 19% (art. 30a ust. 9); the courts (NSA II FSK 1171/22, II FSK 1302/22) and KIS, in an interpretation reissued on 6 November 2025, accepted a credit up to that 19% even when more than the treaty rate was withheld. Our calculator cautiously credits at most the treaty rate with the paying company's country (e.g. 15% for US shares), so it may show a top-up; the excess over the treaty rate can also be reclaimed from the foreign tax office.
Is interest from the Freedom24 D-account taxable?
Yes. Income from the D-account is taxed at 19%, and you report it yourself because Freedom24 does not withhold Polish tax. Freedom24 does not pay it as ordinary interest: under the D-account terms it comes from swap transactions on currencies or financial instruments. That decides whether it goes in part G of PIT-38 (foreign interest, art. 30a) or in part C (art. 30b). We found no ruling that settles this — if in doubt, ask a tax adviser.
Do I need PIT-ZG for Freedom24?
Not because of the broker itself. You attach PIT-ZG when you have income from sales in a country other than Poland — e.g. from shares or ETFs of non-Polish companies and funds — one attachment per country. Polish shares and countries with a loss do not go on PIT-ZG.
How do I export Freedom24 for Polish PIT-38?
Download the broker XLS report for the broadest date range available and import it into the calculator.
Does Freedom24 require PIT-ZG?
Not because of the broker itself. You attach PIT-ZG when you have income from sales in a country other than Poland — e.g. from shares or ETFs of non-Polish companies and funds — one attachment per country. Polish shares and countries with a loss do not go on PIT-ZG.
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Compare related broker pages for PIT-38 and PIT-ZG.
Helpful links for filing
File Freedom24 in Polish PIT-38 without Excel
Import your Freedom24 report and let the calculator apply FIFO, NBP exchange rates, and prepare data for Polish PIT-38 and PIT-ZG.
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