Tax Report FAQ for German Residents

Q: How can I access my Tax Report?

If you are entitled to receive your annual Tax Report (see below), you can download it from the “settings” section where you will need to choose the “Account” tab, and inside the tab under the “Documents” section, you will see the option to view your tax reports.

Q: Who is entitled to receive an eToro Tax Report?

All current club members who reside in the country where the report is available and had open positions during the prior tax year.

Q: Can I file the eToro Tax Report directly to the tax authorities as my annual tax report?

The eToro Tax Report is generated based on your previous tax year’s activity on the eToro trading platform and applies local tax calculations and rules on such activity. The report may help you in filing your taxes, however, eToro strongly recommends that you consult with your tax advisor before filing your taxes.

Q: Does the eToro Tax Report include my crypto wallet holdings and transactions?

Currently, the eToro Tax Report only includes the trading activity on the eToro trading platform.

Any data reported in the tax statement is strictly for informational purposes only.
It is not intended as a tax declaration or as a substitute for legal advice.
We strongly advise you to verify the tax statement with your tax advisor.
eToro does not provide tax advice and this page is for informational purposes only.

On this page, you will find information about the eToro Tax Report, which is a document based on your previous annual trading activity on the eToro platform and is structured in accordance with local tax guidelines.

Tax Year: 01.01–12.31
Reporting Currency: Euro (EUR)

Filing Date: 31 July 2022

It is possible to extend that deadline
Electronic filing

Reporting Languages:

German (DE)

Consumption Logic: FIFO

Taxable Basis

Income: Dividend income, interest income, other investment income
Capital Gains: Capital gains from securities and derivatives. Capital gains from cryptoassets or coins and metals only in case the holding period is < 1 year.
No Wealth taxation

External Data

“WM Datenservice” is in general, the data provider for German tax data

Tax Forms

Form Anlage KAP

Tax form “Anlage KAP” is intended for the declaration of income from capital assets
Summarises foreign/domestic income and capital gain that have not been subject to tax deduction
This tax form covers all instruments (shares, bonds, derivatives, etc.) except for funds and income/capital gain from private sale transactions such as for coins/metals, FX or cryptoassets.
Link to official tax form: https://www.formulare-bfinv.de/ffw/catalog/openForm.do?path=catalog%3A%2F%2FSteuerformulare%2Fest%2Fest21%2F034024_21&setCurrentFolder=true

Form Anlage KAP-INV

This tax form was introduced in 2018 and covers investment fund income and capital gain.
Fund distributions, advanced lump sums, and disposal of investment units that have not been subject to domestic tax deductions need to be reported in this formula.
Link to official tax form: https://www.formulare-bfinv.de/ffw/catalog/openForm.do?path=catalog%3A%2F%2FSteuerformulare%2Fest%2Fest21%2F035004_21&setCurrentFolder=true

Form Anlage SO

Income from private sales transactions is declared in “Anlage SO.”
This is income or sale proceeds from cryptoassets, coins/metals or FX-transactions. Individual tax rate up to 45% on this income is applied.
Link to official tax form: https://www.formulare-bfinv.de/ffw/catalog/openForm.do?path=catalog%3A%2F%2FSteuerformulare%2Fest%2Fest21%2F034029_21&setCurrentFolder=true