Why does Charles Schwab require PIT-ZG?
PIT-ZG is an attachment to PIT-38 used to report income earned abroad. Charles Schwab is a foreign broker, so all transactions require PIT-ZG filing.
In the PIT-ZG attachment, income must be reported by country. PIT-ZG is filed together with PIT-38 by April 30.
Tip: PIT-ZG shows details of foreign income by country. PIT-38 shows total income (Polish + foreign).
How to export data from Charles Schwab?
To file PIT-ZG, you need to export the full transaction history from Charles Schwab for the entire tax year.
Step by step:
Tip: For FIFO method, export history from the first purchase of shares that you still hold or sold in the reporting year.
How to calculate PIT-ZG tax for Charles Schwab?
PIT-ZG tax calculation consists of several steps:
- 1Import file from Charles Schwab: Use our calculator to import the exported CSV file.
- 2System automatically: Applies FIFO method, converts currencies to PLN using NBP rates, calculates tax.
- 3You will receive a summary: Ready to transcribe to the PIT-ZG form.
Use our calculator
Our calculator automatically performs all calculations for you. Just import the file from Charles Schwab.
Start calculationsHow to fill in the PIT-ZG form?
In the PIT-ZG attachment for Charles Schwab, you need to provide:
- Country of income (country where Charles Schwab is headquartered or the exchange you trade on)
- Revenue amount in original currency and in PLN (converted using NBP rates)
- Cost of revenue
- Tax paid abroad (if applicable, e.g. on dividends)
Tip: Our calculator automatically identifies transactions requiring PIT-ZG and prepares a summary by country.
Frequently asked questions
Do I have to report all transactions from Charles Schwab?
Yes, all transactions from Charles Schwab require reporting in PIT-ZG. Even if you incurred a loss, you should report it - losses can be deducted from income in subsequent years.
Are Charles Schwab commissions deductible?
Yes, commissions are a cost of revenue and reduce taxable income. The calculator automatically includes commissions.
Does Charles Schwab require PIT-ZG?
Yes, Charles Schwab is a foreign broker, so all transactions require PIT-ZG filing as an attachment to PIT-38.
Related guides
Ready to file PIT-ZG from Charles Schwab?
Use our calculator to automatically compute your tax. Just import the file from Charles Schwab - the system will automatically apply FIFO, convert currencies and generate a summary ready to transcribe to PIT-ZG.