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 PIT-ZG, import the full Freedom24 broker XLS report. If positions were opened in earlier years, include every relevant period so the calculator can keep the country-level filing 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.
Why does Freedom24 need PIT-ZG for Polish filing?
Freedom24 is a foreign broker and does not issue a Polish PIT-8C. Polish investors usually rely on the broker report and a PIT-ZG attachment for foreign income.
Using the full XLS export makes it easier to keep dividend and country-of-source reporting consistent across PIT-38 and PIT-ZG.
How to file Freedom24 in Polish PIT-ZG
PIT-ZG is the Polish attachment for foreign income. With Freedom24, it is used to report country-specific stock gains, ETF gains, and foreign dividends together with PIT-38.
The calculator helps apply NBP rates, account for withholding tax, and prepare values that can be copied into PIT-ZG without manual country splitting.
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 data for PIT-ZG?
Download the broker XLS report and import it into the calculator. Use the widest possible date range so the country-level summary stays complete.
How are Freedom24 dividends shown in PIT-ZG?
Foreign dividends are reported by country together with any withholding tax paid abroad. The calculator helps prepare these values automatically.
Related broker tax calculators
Compare related broker pages for PIT-38 and PIT-ZG.
Helpful links for filing
Prepare Freedom24 for Polish PIT-ZG without manual country breakdowns
Import your Freedom24 report and let the calculator prepare country-level PIT-ZG data together with Polish PIT-38 numbers.
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