Comparison at a glance
| Criterion | XTB | Interactive Brokers |
|---|---|---|
| Availability | Polish broker, KNF license | Global broker, SEC/FCA license |
| Commissions | 0% up to 100,000 EUR/month | From 1 USD per trade |
| Tax data export | CSV + PIT-8C | Activity Statement (CSV/PDF) |
| Supported assets | Stocks, ETFs, CFDs, Forex | Stocks, ETFs, options, futures, bonds, Forex |
| Tax filing complexity | Simple (PIT-8C from broker) | Complex (self-filing + PIT-ZG) |
| Dividends | Automatic settlement for Polish stocks | Requires self-reporting |
| Currency conversion | Automatic at broker rate | Manual, at market rate |
| Requires PIT-ZG | No | Yes |
Why choose XTB?
XTB is a Polish broker licensed by KNF, which significantly simplifies tax filing. As a Polish entity, XTB provides PIT-8C, making the tax return much easier.
- PIT-8C generated automatically - ready data for PIT-38
- No need to file PIT-ZG (Polish broker)
- 0% commissions on stocks and ETFs up to 100,000 EUR monthly
- Polish customer support and interface
Why choose Interactive Brokers?
Interactive Brokers is a global broker with access to dozens of exchanges worldwide. It offers a much wider selection of financial instruments than XTB.
- Access to exchanges in over 150 countries - stocks, ETFs, options, futures, bonds
- Low commissions for active traders (tiered pricing)
- Advanced analytical tools and TWS platform
Important: Using Interactive Brokers requires self-filing with PIT-ZG. As a foreign broker, IBKR does not generate a Polish PIT-8C.
Key differences
Tax filing
XTB: Simpler filing - the broker generates PIT-8C with ready data. No PIT-ZG or NBP currency conversion required.
Interactive Brokers: Requires self-filing. You need to download the Activity Statement, convert transactions using NBP rates, and file PIT-ZG.
Dividend handling
XTB: Polish stock dividends settled automatically. Foreign dividends available in limited scope.
Interactive Brokers: Access to dividends from thousands of global companies. Requires self-reporting with double taxation treaty considerations.
Currency conversion
XTB: Automatic conversion at broker rate. Convenient, but may include hidden currency spread costs.
Interactive Brokers: Manual conversion at market rate. Lower currency costs, but requires an extra step. For tax purposes, NBP rate conversion is necessary.
How to file tax with both brokers?
File tax from XTB or Interactive Brokers
Our calculator automatically supports both brokers. Import your file and get a ready summary for PIT-38.