How to Fill Your XTB Taxes in 2026
Calculate your XTB investment taxes easily with Tax-Wizard. Automate XTB tax reporting and simplify your 2026 tax declaration process.
Zuletzt aktualisiert: · Geprüft vom Tax-Wizard-Team · Offizielles XTB Hilfe-Center ↗
This guide is designed to assist anyone who have investments on XTB and is seeking clarity on how to pay taxes. The information provided here should be useful when calculating your XTB taxes. However, it’s important to supplement this guide with the tax regulations specific to your country.
If you need to calculate taxes for your XTB investments, you’re in the right place! There are several ways to do this, such as calculating taxes manually in Excel, using an automated tax tool like Tax-wizard, or hiring a tax professional. Your choice will often depend on your budget and preferences.
How to export your XTB history
Start by Login to your XTB account.
Use the menu in your XTB account to access "Account history".
On the "History" page you must first configure the export. With "All Symbols" included as well as selecting the date range for all period you have your XTB account (select "All").
XTB will then request other information like "Report Type" that you should select "Full Report", and
File Format that you should select "Excel".
After properly configuring your export, click on "Export Report" button to export
the file.
By following these steps, you can ensure you have the correct files needed to use with Tax-wizard.
From here you can upload them to Tax-wizard and have your tax report ready in minutes.
Frequently Asked Questions
Are XTB fractional shares derivatives?
No. XTB itself states: "No, at XTB we don't treat fractional shares as a type of derivative." XTB holds the whole share in trust and you have a fiduciary right to the fraction, with proportional dividends. They are real shares, not CFDs.
So for tax purposes they are treated as ordinary shares, taxed as capital gains on securities, not as derivatives. Learn more here.
How are XTB capital gains taxed?
XTB is a foreign broker, so you self-report your capital gains in your country of tax residence. Tax-Wizard separates shares and ETFs from derivatives (CFDs, options, futures) and produces a country-specific report for Portugal (Anexo J), Spain (IRPF), Italy, Germany, Ireland and more, automatically.
Was ist Ihre Zeit wirklich wert?
Bedenken Sie den Wert Ihrer Zeit und die Sicherheit, die ein zuverlässiges und präzises Werkzeug für Ihre Steuererklärung bietet
(die Zahlung deckt die diesjährige Erklärung für 2025 und frühere Jahre ab, im nächsten Jahr ist eine manuelle Verlängerung nötig)
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- Unterstützung aller Broker und Währungen
- Automatische Berechnung der Veräußerungsgewinne
- Report mit Anschaffungen, Veräußerungen, Dividenden und Zinsen
- Report und Auswertungen zu offenen Positionen
- Auswertungen zu Transaktionen und Dividenden
- Export offener Positionen nach Yahoo Finance