What is supported

capi.tax processes exports from Interactive Brokers (including via LYNX or CapTrader), Tastytrade and DEGIRO (beta) and turns them into the figures for the Anlage KAP and Anlage KAP-INV. This page shows honestly what works today, what works only in part and what is missing – and what you have to do yourself in each case. The table under "Overview" is the same as on the home page.

Which brokers and files are supported?

• Interactive Brokers: the Activity Statement as CSV, in German or English, or a Flex Query as XML. Both give the same tax result. Guide: Interactive Brokers.
• LYNX, CapTrader and other introducing brokers: your account technically sits at Interactive Brokers. You export there and choose Interactive Brokers as the broker in capi.tax.
• Tastytrade: the transaction history with All Transactions, as CSV. Tastytrade has no Flex format. Guide: Tastytrade.
• DEGIRO (beta): two CSV files, Transactions and Account statement. Stocks and ETFs, dividends, withholding tax and interest; no options. Guide: DEGIRO.

capi.tax does not read other brokers, such as German banks, neobrokers or crypto exchanges. With a German broker you usually don't need the tool anyway: it pays the tax itself and gives you a tax certificate.

Tax years: from 2021 up to the most recent completed year. Rules and form lines follow the year you select.

One account per calculation. If you have several accounts, calculate each one separately and add up the Anlage KAP figures yourself; the saver's allowance applies only once across all accounts. Several files of the same account – such as earlier years – can be uploaded together. capi.tax finds purchases from earlier years when you upload those years' files as well, or one file covering several years – see Upload earlier years. Otherwise you add them as an opening position.

Overview

✓ Full support · ~ Partial support · Planned: not included yet · ✕ Not supported

Which instruments and transactions are covered?

• Shares: buys and sells by FIFO, long and short, with fees in acquisition cost and proceeds. Share losses go into their own share-loss pot.
• ETFs and funds: sales and distributions go into the Anlage KAP-INV, split by fund type. The fund type is in no broker export; you set it yourself. See Partial exemption.
• Options: bought options as Termingeschäfte, written options as option writing (Stillhaltergeschäfte), including closing trades and expirations – also across the year end (premium in the year written, buyback in the year paid). Exercise and assignment with share delivery are handled for both brokers. See Options.
• Futures and futures options: classified as Termingeschäfte, but only partly supported.
• Bonds and T-bills (Interactive Brokers): purchase, sale and repayment at maturity by FIFO, in euros at each day's rate. Gains and losses go in line 19 (German issuers: line 18), losses also in line 22, in the general loss pot. Accrued interest received is part of the sale proceeds. See Bonds and accrued interest.
• Dividends: gross, with the foreign withholding tax withheld. Dividends of German shares with German tax deducted are settled and go on no line; without tax deducted, in line 18 – see Dividends of German shares.
• Interest: credit interest as capital income; at Interactive Brokers including December's interest booked in early January, in the right year. Accrued interest paid on a bond purchase reduces your interest. Margin interest is not deductible under § 20 Abs. 9 EStG and is left out. See Interest.

Which tax rules does capi.tax apply?

• FIFO: sales are matched to the oldest purchases of the same position – by statute for securities in collective custody (§ 20 Abs. 4 Satz 7 EStG), for options and futures by analogy under administrative practice. See FIFO.
• Bundesbank rates: every foreign-currency amount is converted to euros at the rate of its own day.
• Loss offsetting: share losses only against share gains (§ 20 Abs. 6 Satz 4 EStG; whether this restriction is constitutional is pending at the Federal Constitutional Court, 2 BvL 3/21). Share gains, by contrast, can absorb other losses. Termingeschäft losses without the former €20,000 cap, which JStG 2024 repealed for all open cases. See Loss offsetting.
• Withholding tax: credited under § 32d Abs. 5 EStG, capped at the rate of the relevant tax treaty. See Withholding tax.
• Partial exemption under § 20 InvStG, once you have set the fund type.
• Vorabpauschale under § 18 InvStG: under Adjustments → Record Vorabpauschale you enter, per fund, the fund type, the redemption prices at the start and end of the year, the distributions per unit and, per purchase, the units held on 31 December. For units bought during the year you give the purchase month: the Vorabpauschale is reduced by one twelfth for each full month before the purchase (§ 18 Abs. 2 InvStG). capi.tax calculates it with that year's Basiszins.
• Form lines of the Anlage KAP per tax year, including the separate lines for option writing and Termingeschäfte up to 2024.

You can export the results as PDF, Excel, CSV or JSON, with an audit trail down to the single booking.

What is not supported – and what do you do instead?

The principle: what capi.tax cannot calculate reliably stays out of the totals and gets a notice. Nothing is guessed silently.

How do I notice that something is missing?

After uploading, your result shows three kinds of notices:

• Skipped rows: the export contains something capi.tax deliberately does not calculate, such as a split without a certain ratio or a crypto trade. The notice gives the number of rows and examples with date and symbol.
• Unmatched transactions: a sale is missing its purchase, or a position its closing. You find them in the Adjustments tab and can complete them there with one click on "Resolve". Positions still open at year-end are normal. Written options don't appear there: capi.tax books their premium in the year written.
• Funds without a fund type: a security looks like a fund, but its type is unknown. Without your input it would be treated as a share and lose its partial exemption.

A notice is not a bug in the tool but a point where your decision is needed. Clear them all before you copy figures into your tax return.

What you need to add yourself

Some facts are in no broker export.

• Add them in capi.tax: the fund type for the partial exemption, missing opening positions and the redemption prices for the Vorabpauschale – see What we need from you.
• Handle them yourself in the tax return: currency gains on Tastytrade and transferring the calculated amounts (currency gains), corporate actions, crypto, and how to treat a return of capital.

If something is missing that is not listed here, check the notices in your result first. Every skipped row is named there with date and symbol. Try it with your export: upload a file.

Last updated: October 11, 2026