Knowledge
Tax Knowledge
Everything you need to know about the taxation of your IBKR trades
FIFO Calculation
The First-In-First-Out method is the legally required method for calculating capital gains.
Understand FIFO
Foreign Currency Gains
How currency gains arise and how they are calculated under German tax law.
Understand FX Gains
Withholding Tax
How foreign withholding tax is credited against German tax and what you need to know.
Understand Withholding Tax
ETF Partial Exemption
Why ETFs are taxed differently and how partial exemption under InvStG works.
Understand ETF Taxation
Options & Derivatives
How options are taxed – premiums, expiry, modern loss offsetting (no separate derivative pot since JStG 2024) and more.
Understand Options Taxation
Tax Return Guide
Step-by-step guide: From the IBKR XML export to the finished Anlage KAP – in under 10 minutes.
Read the Guide