Trading 212
www.trading212.comExporting Transactions 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.
Log in to Trading 212 via browser and go to the "History" tab
Click the report download icon (arrow pointing down)
Set the widest available date range — ideally from the start of using the platform
Press the "Export CSV" button
When the notification about the ready file appears, download it to your disk and import it into the application
Trading 212 includes all operation types in a single CSV file — transactions, dividends, interest, and fees. There is no need to generate separate reports.
Exporting Dividends from Trading 212
Dividends are included in the same file as transactions — there is no need to generate a separate report.
Perform the standard transaction history export (instructions above)
Dividends are marked with the "Dividend" value in the Action column
The application will automatically recognize and separate dividends from the imported file
Tax Settlement with Trading 212
Trading 212 is a foreign broker (United Kingdom), so income from it requires filing the PIT-ZG appendix to PIT-38. The application automatically identifies foreign transactions and prepares the required summaries.
Dividends from foreign companies are subject to WHT. Per Art. 30a(9) of the Polish PIT Act + applicable tax treaties, only WHT **up to the treaty rate** is creditable in Poland; you pay the difference against the 19% domestic rate here. Any excess over the treaty rate must be reclaimed from the foreign tax authority.
Transactions in GBP, USD, and EUR are automatically converted to PLN at the average NBP exchange rate from the day before the settlement date.
The FIFO method is mandatory for stocks and ETFs. Export the full transaction history, including previous years, so that acquisition costs are correctly calculated.
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.
Common Issues and Solutions
CSV export does not work on phone
The report download function is only available in the browser version (desktop). Log in from a computer.
Empty Action field for some transactions
This happens occasionally in Trading 212 exports. Verify the details of the given transaction directly in the platform history.
Ready to import your file?
Log in to the calculator and import your transactions. The system will automatically recognize the Trading 212 format.
Last updated: January 15, 2026