🇩🇪 Investment Tax Tracker

For foreign brokers without German tax withholding (DEGIRO, IBKR, etc.)

Vorabpauschale

Yearly tax on fund value increase

Fund	Type	Vorabpauschale ? Accumulated deemed income from fund value increases. Deduct this from gains when selling to avoid double taxation.

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Capital Gains

Fund sales and other untaxed capital income

ELSTER Filing

What to enter in your tax return (Anlage KAP-INV)

Add Fund

Fund Name

Fund Type

2024

Value Jan 1 ?Total portfolio value of this fund on January 1st

Value Dec 31 ?Total portfolio value of this fund on December 31st

Distributions ?Dividends received during the year. For accumulating ETFs (thesaurierend), enter 0

Vorabpauschale: --

Tax: --

Record Sale

Fund

Accumulated Vorabpauschale: --

Already used: --

Percentage sold ?What portion of your position did you sell? Use 100% if you sold everything. Check your broker's transaction history.

Cost basis ?What you originally paid for these shares (purchase price × quantity sold). Find this in your broker's portfolio report or transaction history.

Sale proceeds ?The amount you received from the sale (sale price × quantity, minus any fees). Check your broker's transaction confirmation.

Capital gain: --

Vorabpauschale credit: --

Taxable gain: --

Estimated tax: --

Loss detected. Losses can offset capital gains. No other gains this year? Consider waiting.

Add Income

Type

Year

Gross amount ?The full amount before any withholding tax was deducted

Description

Withholding tax paid ?Foreign tax already deducted at source (shows on your broker statement). Gets credited against German tax.

Estimated tax: --

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Disclaimer: This tool is for informational purposes only. It does not constitute tax, legal, or financial advice. While we strive for accuracy, tax laws are complex and subject to change. The calculations provided may contain errors or may not apply to your specific situation.

Always consult a qualified tax advisor (Steuerberater) before making decisions based on this tool. The creators accept no liability for any financial loss, penalties, or other damages resulting from the use of this tool.

Basiszins rates sourced from Bundesfinanzministerium. Calculations based on InvStG §18 (Vorabpauschale) and §20 (Teilfreistellung).