How to export a report from Trading 212
You can download your Trading 212 transaction history in CSV format from the web browser. A single file contains all operation types — buy/sell transactions, dividends, and interest. Select the widest possible date range so that FIFO settlement includes the full history.
Trading 212 places several operation types in one CSV export. For Polish filing, import the full history so the calculator can separate stock sales, dividends, interest, and fees correctly.
- 1Log in to Trading 212 via browser and go to the "History" tab
- 2Click the report download icon (arrow pointing down)
- 3Set the widest available date range — ideally from the start of using the platform
- 4Press the "Export CSV" button
- 5When the notification about the ready file appears, download it to your disk and import it into the application
Tip: Trading 212 includes all operation types in a single CSV file — transactions, dividends, interest, and fees. There is no need to generate separate reports.
Does Trading 212 issue PIT-8C or only CSV exports?
Trading 212 does not issue a Polish PIT-8C. The Polish filing is built from the broker CSV, which the calculator converts into PIT-38 and PIT-ZG numbers.
This is especially useful if you are a Polish investor abroad and want to avoid rebuilding tax calculations manually in Excel.
How to file Trading 212 in Polish PIT-38
Trading 212 is a foreign broker, so Polish investors usually file PIT-38 together with PIT-ZG. That includes sales of foreign stocks and ETFs as well as foreign dividends.
The calculator helps translate one mixed CSV export into a Polish tax workflow with FIFO, NBP rates, and foreign-income classification.
Frequently asked questions
How do I settle tax on Trading 212 gains?
Download a CSV report from your transaction history and import it into the application. The calculator will automatically convert transactions to PLN, apply the FIFO method, and calculate the 19% tax.
Does Trading 212 issue a PIT-8C?
No — Trading 212 is a foreign broker and does not issue a Polish PIT-8C. You settle the tax yourself on PIT-38 with the PIT-ZG appendix based on the CSV export.
How do I calculate capital gains tax on Trading 212 transactions?
Import the CSV file into the application — the calculator will automatically apply the FIFO method, fetch NBP exchange rates, and calculate the 19% tax due. Simply transfer the results to the PIT-38 declaration.
How do I export Trading 212 for Polish PIT-38?
Log in to Trading 212, export the full CSV history, and import it into the calculator. Use the longest available period if you sold assets bought in earlier years.
Does Trading 212 issue PIT-8C?
No. Trading 212 is a foreign broker, so Polish filing is based on the broker CSV rather than a Polish PIT-8C.
Does Trading 212 require PIT-ZG?
Yes. Because the income is foreign, Polish investors usually file PIT-ZG together with PIT-38.
How are dividends from Trading 212 reported in Poland?
Dividends are treated as foreign income. The calculator helps reflect withholding tax, NBP rates, and the country breakdown needed for PIT-ZG.
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Helpful links for filing
File Trading 212 in Polish PIT-38 without Excel
Import your Trading 212 report and let the calculator apply FIFO, NBP exchange rates, and prepare data for Polish PIT-38 and PIT-ZG.
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