Documentation

Documentation covers everything you need to file a Polish PIT-38 declaration on income from foreign brokerage accounts: how the form sections work, how to import each supported broker, how foreign withholding tax is treated under Polish double-tax treaties, and how to handle edge cases like FIFO matching, corporate actions, and prior-year losses.

Tax forms

PIT-38 main declaration and PIT/ZG attachment for foreign income. Section-by-section reference with field numbers, rounding rules, and the legal basis for each calculation.

Broker guides

Step-by-step import for Interactive Brokers, IBI Capital ESPP/RSU, and Charles Schwab. Includes the W-8BEN form for the 15% Poland-US treaty rate on dividends.

Topics and FAQ

Common questions about FIFO, NBP exchange rates, US 15% vs 19% withholding, capital losses, and how kloPIT keeps your data on-device.

PIT-38 guide

Complete PIT-38 guide: what it is, who files it, deadlines, step-by-step instructions, downloadable forms and online filing.

PIT/ZG guide

How PIT/ZG C.3 is filled for foreign share income, why dividends stay in PIT-38 by default, and when to enable the dividend compatibility setting.

Supported brokers

Supported imports, file formats, tax features and known limitations in kloPIT.

US dividends: 15% or 19%

When US dividends use a 15% treaty credit, when a broker withholds 19% or 30%, and what to enter in PIT-38.

Trade date vs settlement date

Why kloPIT uses trade date for foreign brokers, how it differs from settlement date (T+2), and what Polish tax law actually says.

Interactive Brokers

Step-by-step guide to exporting your activity statement from Interactive Brokers.

W-8BEN & US dividends
How to file W-8BEN to claim the Poland-US treaty rate (15%) on US dividends.

IBI Capital

Guides for IBI Capital — the Israeli broker that administers employee share plans for Israeli-headquartered employers.

FAQ

Answers to common questions about PIT-38 filing, tax calculations, and using kloPIT.