Tax filing with Tastytrade

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

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How to import transactions from Tastytrade

  1. 1Log in to your Tastytrade 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 Tastytrade

PIT-ZG: Tastytrade 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 Tastytrade?

    Log in to the Tastytrade 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 Tastytrade 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 Tastytrade?

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

  • Will the calculator recognize the Tastytrade 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 Tastytrade?

    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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