German Investment Tax Tracker
Free calculation tool (Rechenhilfe) for German investment taxes on ETFs and funds held at foreign brokers like DEGIRO, Interactive Brokers (IBKR), and other non-German banks.
What this tool calculates
- Vorabpauschale — deemed income tax on fund value increases, calculated yearly using the official Basiszins
- Teilfreistellung — partial tax exemptions by fund type (30% Aktienfonds, 15% Mischfonds, 60% Immobilienfonds)
- Anlage KAP-INV values — Zeilen 4-26: distributions, Vorabpauschale, and sale gains per fund type for ELSTER
- Anlage KAP values — Zeile 19 (Kapitalerträge), Zeile 20 (Aktienveräußerungen), Zeile 41 (Quellensteuer)
- Fund sale gains/losses — purchase cost basis tracking with Vorabpauschale offset
Who is this for?
German tax residents who hold ETFs or funds at foreign brokers that do not automatically withhold German Abgeltungsteuer. If you use DEGIRO, Interactive Brokers, Trading 212, Scalable Capital (non-German entity), or similar foreign brokers, you need to report Vorabpauschale and capital gains manually in your Steuererklärung.
Features
- Multi-year tracking (2023-2026)
- Multiple fund support with different fund types
- Sale wizard with purchase cost basis and Vorabpauschale offset
- Complete ELSTER reference output for Anlage KAP-INV and KAP
- All data stays in your browser — nothing is sent to any server
Learn how the calculations work