Does OANDA TMS provide support for tax filing?

The tax settlement is the responsibility of the client. Each client receives from us, at the end of the year, an annual statement with information about the profit/loss achieved in the previous tax year. Based on this, clients are required to self-assess the tax treatment and report their profits/losses in accordance with their local tax regulations.

Yes. We email PIT-8C to the following clients from Poland until the end of February :

  • Who are individuals (not conducting business activity); and

  • Who, during the previous calendar year, made transactions involving financial instruments, resulting in a profit or loss from tradingin those instruments.

Income for PIT purposes is recognized at the time of securities disposal (e.g., at the moment of closing a position). The client must self-assess these capital gains.

Yes. We email annual trade statements to clients from Europe until the end of February, who can self-assess the tax treatment and report their profits/losses in accordance with their local tax regulations.