Tax filing with Charles Schwab

How to import transactions from Charles Schwab. CSV export, calculator import, PIT-38 and PIT-ZG.

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How to import transactions from Charles Schwab

  1. 1Log in to your Charles Schwab 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 Charles Schwab

PIT-ZG: Charles Schwab 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 Charles Schwab?

    Log in to the Charles Schwab 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 Charles Schwab 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 Charles Schwab?

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

  • Will the calculator recognize the Charles Schwab 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 Charles Schwab?

    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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