Which brokers does kloPIT support?

kloPIT supports Interactive Brokers CSV, IBI Capital PDF and Charles Schwab CSV import. Other transactions can be added manually.

Which tax features does kloPIT support?

kloPIT calculates FIFO, converts NBP exchange rates, handles foreign dividends with treaty credit limits, PIT-38 sections C/D/G, PIT/ZG per country and prior-year losses.

Supported brokers and kloPIT features

kloPIT is a PIT-38 calculator for investors using foreign brokers. It works best with dedicated import parsers, but you can also enter transactions, dividends and carry-in positions manually.

Brokers with an import parser

Interactive Brokers

Activity Statement CSV

trades, dividends, withholding tax, splits, mergers

Documentation

IBI Capital

Sale Of Stock / Trustee Shares PDF

ESPP, RSU, vesting, costs, FIFO lots per grant

Documentation

Charles Schwab

CSV

trades and dividends from Charles Schwab reports

Documentation

Tax features

Area	Scope in kloPIT
Broker file import	IBKR CSV, IBI PDF, Schwab CSV
Manual entries	trades, dividends, withholding, carry-in positions
FIFO	matching sales to the oldest lots, including per-grant lots for IBI
NBP rates	average rate from the last business day before a trade or dividend
Foreign dividends	Polish 19% tax, treaty credit limit, excess WHT
PIT-38	sections C, D, G and payment summary
PIT/ZG	one attachment per country for foreign income
Prior-year losses	5-year carry-forward with a 50% annual cap

When a broker has no parser

You can still use kloPIT by adding transactions, dividends and withholding manually on the Data page. This is a practical path for smaller accounts or brokers waiting for a dedicated importer.

Add data manually

Not supported yet

automatic PIT-8C import from Polish brokers
filing the return with e-Urząd Skarbowy
cryptocurrencies in sections E/F
monthly flat-tax fields in sections H/I