Field help:
Do you have a tax statement from your foreign bank? (summary)
Select "yes" if you have a summarised tax statement from your foreign bank or foreign financial institution.
This tax statement usually contains total amounts for:
- Distributions
- Advance flat rates
- Gains and losses from sales
- tax deductions already withheld (e.g. capital gains tax, solidarity surcharge, church tax)
Tip: A summary is particularly useful if you have received a complete annual statement or a tax report with total values from your bank – e.g. from a foreign broker or online bank.
Typical examples of foreign brokers without German tax deduction are:
- DEGIRO (Netherlands)
- Interactive Brokers (USA)
- Lynx Broker (Netherlands / IBKR)
- etoro (Cyprus / Israel)
- Trading 212 (UK / EU)
- Revolut (UK)
- Freedom24 (Cyprus)
- flatex.at (Austria – no German withholding tax)
- CapTrader (IBKR-based)
- Banx Broker (IBKR-based)
