Personal Tax Insights
Tax Office Letter from Foreign Broker. What You Must Do (PIT-38)
SAREGO FINANCE INSIGHTS Tax Office Letter from a Foreign Broker. What It Means and What to Do (PIT-38) If you received a tax office letter about a foreign broker, you likely need to file PIT-38 returns not only for the year mentioned in the letter but for the full non-time-barred period in which the account…Read More
When Do You Become a Polish Tax Resident?
REPORT FOREIGN INCOME IN POLAND – DEADLINE 30 APRIL Last updated: 27 April 2026 In this article The 183 day rule in Poland Centre of personal or economic interests Double tax treaties and residency conflicts When do you file and pay tax in Poland What happens if you do not file Polish tax resident vs…Read More
Polish Return Relief for Foreigners. Can Expats Use Ulga na Powrót?
Last updated: April 2026 In this article: What the relief means Who qualifies Tax savings Example Qualifying income Common mistakes FAQ Yes. Polish return relief is not limited to Polish citizens returning to Poland. Foreigners moving to Poland for work, management roles or business can also benefit if they become Polish tax residents after living…Read More
RSU Tax in Poland: PIT-38 for Employee Shares and Stock Options
Published: 2026-02-23 Last updated: 2026-04-27 RSUs (Restricted Stock Units) and employee stock options are common forms of equity compensation in international companies. Polish tax residents who sold vested shares or received foreign dividends often need to file PIT‑38. Many foreign brokers do not issue Polish tax forms, so calculations must usually be prepared manually. The…Read More
Poland Business Immigration 2026: Why a Sp. z o.o. Is Not a Shortcut to Residency?
Last updated: 28 April 2026 Many foreigners search for phrases such as “does opening a company in Poland give residency?”, “Poland residency by investment” or “business visa Poland through company formation”. The direct answer is simple: opening a Polish limited liability company does not automatically give residence rights in Poland. A Sp. z o.o. is…Read More
PIT-38 Poland 2026: What Revolut, eToro & IBKR Users Must File
Sarego Finance Insights If you used Revolut, eToro, Degiro or Interactive Brokers as a Polish tax resident, you must file PIT-38 and calculate your result yourself. Foreign brokers never issue Polish PIT-8C forms, but they do report your account data to Polish tax authorities. This guide explains who must file, how the 19% capital gains…Read More
Inheritance tax Poland for foreigners – 6 month deadline explained
Insights Inheritance tax Poland for foreigners – 6 month deadline explained If you inherit property or assets in Poland while living abroad, you are usually dealing with Polish inheritance tax rules. In many close-family cases the tax can be 0%, but only if the SD-Z2 filing is done on time. Missing the 6 month deadline…Read More
Deadline April 30: Polish Tax Residents Must Report 2024 Investment Income – Even Losses
If you live in Poland, chances are you’re considered a Polish tax resident. That means you are required to declare all your capital gains—no matter where in the world they were generated. This obligation applies to profits earned from your investment accounts, including foreign brokerage accounts. What You Need to Know Many investors are unaware…Read More
Missed PIT-38 Deadline in Poland. Foreign Broker Investors
Published: 2 May 2024 · Last updated: 28 April 2026 Quick summary The PIT-38 deadline in Poland is 30 April each year. If you missed the deadline, you can still submit the return late. Any tax due should be paid together with the declaration. Submitting a voluntary disclosure called czynny żal may help avoid penalties.…Read More