IBI Capital RSU Guide

How to import your RSU sale statements

1. Log in to the IBI Capital portal
2. Open My Reports (Activity / Reports section)
3. Download the Sale of Trustee Shares Activity Statement PDF for each RSU sale in the tax year
4. In kloPIT go to Data → Import and drop the PDFs — you can import several at once

Tips

• kloPIT assumes your RSUs are granted under a qualifying employee share plan (art. 24 sec. 11-12b PIT Act) — vesting is tax-deferred, so the cost basis is 0 and the full sale proceeds are taxed as a PIT-38 capital gain. If your plan is non-qualifying, adjust the cost basis manually.
• For RSUs vested in earlier years but sold this year, add a carry-in position on the Data page with cost basis 0 and the original vesting date so FIFO picks it up.