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.
Dernière mise à jour: · Vérifié par l'équipe Tax-Wizard · Centre d'aide officiel XTB ↗
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.
Combien vaut vraiment votre temps ?
Pensez à la valeur de votre temps et à la tranquillité d'esprit qu'apporte un outil fiable et précis pour gérer votre déclaration fiscale
(le paiement couvre la déclaration de cette année pour 2025 et les années précédentes, renouvellement manuel l'année prochaine)
Premium
Toutes les fonctionnalités, pour Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, Freedom24, Lightyear, Trade Republic, Coinbase, Robinhood Crypto,...
- Prise en charge de tous les courtiers et devises
- Calcul automatique des plus-values
- Rapport avec acquisitions, réalisations, dividendes et intérêts
- Rapport et statistiques des positions ouvertes
- Statistiques des transactions et des dividendes
- Export des positions ouvertes vers Yahoo Finance
Business
Toutes les fonctionnalités Premium, pour les comptables, conseillers financiers, consultants fiscaux ou autres professionnels et entreprises souhaitant utiliser Tax-Wizard pour plusieurs clients.
- Prise en charge de tous les courtiers et devises
- Calcul automatique des plus-values
- Rapport avec acquisitions, réalisations, dividendes et intérêts
- Rapport et statistiques des positions ouvertes
- Statistiques des transactions et des dividendes
- Export des positions ouvertes vers Yahoo Finance