Tax filing with Interactive Brokers

How to import transactions from Interactive Brokers. CSV export, calculator import, PIT-38 and PIT-ZG.

Automatic CSV import is supported.

How to import transactions from Interactive Brokers

  1. 1Log in to your Interactive Brokers panel (xStation, Client Portal or app).
  2. 2Go to transaction history / reports. Set the date range (full tax year).
  3. 3Export CSV file. Keep UTF-8 and full transaction report.
  4. 4Import the file in our calculator. The system will recognize the format, apply FIFO and generate a PIT-38 summary.
Connect account Interactive Brokers

PIT-ZG: Interactive Brokers is a foreign broker. In addition to PIT-38 you need the PIT-ZG attachment. The calculator will prepare summaries for both forms.

Frequently asked questions

  • How to export transactions from Interactive Brokers?

    Log in to the Interactive Brokers client panel, go to transaction history or reports, set the date range (tax year) and export the CSV file. Import it into our calculator.

  • Does Interactive Brokers require PIT-ZG?

    Foreign brokers (e.g. Interactive Brokers, DEGIRO, Trading 212) require PIT-ZG. Polish brokers (e.g. XTB, mBank eMakler) – only PIT-38. Our calculator supports both forms.

  • What format to export from Interactive Brokers?

    Usually CSV with comma separator, UTF-8 encoding. Choose a full transaction report (Trade Report), not a summary.

  • Will the calculator recognize the Interactive Brokers format?

    Yes. We support formats from Interactive Brokers, XTB, Trading 212, DEGIRO, Revolut, eToro and others. Import the file – the system will match columns and calculate PIT-38.

  • What is the PIT-38 deadline for Interactive Brokers?

    The PIT-38 declaration for a given year must be filed by April 30 of the following year. For 2025 – by April 30, 2026.

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