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 expats and cross-border investors avoid rebuilding the tax workflow manually in spreadsheets.
How to file Freedom24 in Polish PIT-38
Freedom24 is a foreign broker, so Polish investors usually file PIT-38 together with PIT-ZG. This covers foreign stock and ETF sales, foreign dividends, and any withholding tax paid abroad.
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 are reported in PIT-38 Section G at 19%. Withholding tax deducted at source (visible in the SecIncome sheet) is credited against the Polish tax, up to the Polish tax amount.
Is interest from the Freedom24 D-account taxable?
Yes, interest income from the Freedom24 D-account (savings account) is taxable in Poland. It should be reported as interest income. The tax treatment may differ from capital gains — consult a tax advisor for details.
Do I need PIT-ZG for Freedom24?
Yes, since Freedom24 is a foreign broker, all income is foreign-sourced. You must attach PIT-ZG to your PIT-38 return with a country-by-country breakdown of income.
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?
Yes. Because the income is foreign, Polish investors usually file PIT-ZG together with PIT-38.
Related broker tax calculators
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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