fidelity2pit38

Calculates Polish PIT-38 and PIT-ZG tax forms from Fidelity Stock Plan transaction history.

If you have a Fidelity Stock Plan account (RSU, ESPP) and need to file Polish taxes, this tool:

• Parses your Fidelity transaction exports (buys, sells, dividends, tax withholdings)
• Converts USD amounts to PLN using official NBP exchange rates (rate from the last business day before the transaction)
• Matches sales to purchases using FIFO or your custom lot info
• Outputs the exact values for PIT-38 fields (capital gains, dividends, foreign tax credits) and PIT-ZG

1. Prepare your data

Export from Fidelity

For each year you need, download a transaction history CSV:

Fidelity (Your Landing Page) -> STOCK PLAN ACCOUNT -> Activity -> Custom Date -> Jan-01-20XX to Dec-31-20XX -> Export -> Transaction history 20XX.csv

Place files in a data directory

Create a data/ directory (or any name you like) and put your CSV files there:

data/
  Transaction history 2024.csv
  Transaction history 2025.csv

That's all you need for the default (FIFO) mode.

(Optional) For custom lot matching

If you want to use Fidelity's specific lot information instead of FIFO, also export stock sales summaries:

Fidelity -> Statements / Records -> Custom Transaction Summary -> select year -> View Transactions -> Stock Sales -> select & copy the whole table -> paste into a text file

Save as stock-sales-YYYY.txt in the same data directory:

data/
  Transaction history 2024.csv
  Transaction history 2025.csv
  stock-sales-2024.txt       <- only needed for --method custom
  stock-sales-2025.txt       <- only needed for --method custom

2. Run

uv run fidelity2pit38

The tool auto-discovers Transaction history*.csv files in data/ and defaults to the previous calendar year.

Options:

uv run fidelity2pit38 --data-dir my-data/   # different data directory
uv run fidelity2pit38 --year 2024            # specific tax year
uv run fidelity2pit38 --method custom        # use custom lot matching (requires stock-sales*.txt)

Supported PIT-38 layout years right now: 2024, 2025 (Section G line numbers differ by year).

Example output (year 2024 layout)

The output uses color: section headers in blue, fields you must enter manually highlighted in yellow with a green <-- enter marker, auto-calculated fields in default color.

In the example below, green lines (+) are the fields you need to fill in:

PIT-38 for year 2024:
(<-- enter = fill in the tax form; remaining fields are typically auto-calculated)

 Czesc C/D - Dochody ze zbycia papierow wartosciowych (art. 30b):
+  Poz. 22 (Inne przychody): 34033.91 PLN  <-- enter
+  Poz. 23 (Koszty uzyskania przychodow): 8865.00 PLN  <-- enter
   Poz. 26 (Dochod): 25168.91 PLN
   Poz. 27 (Strata): 0.00 PLN
+  Poz. 28 (Straty z lat ubieglych): 0.00 PLN  <-- enter
   Poz. 29 (Podstawa opodatkowania): 25169.00 PLN
   Poz. 30 (Stawka podatku): 19%
   Poz. 31 (Podatek): 4782.11 PLN
+  Poz. 32 (Podatek zaplacony za granica): 0.00 PLN  <-- enter
   Poz. 33 (Podatek nalezny): 4782.00 PLN

 Czesc G - Zryczaltowany podatek (art. 30a ust. 1 pkt 1-5):
+  Poz. 45 (Podatek 19% od przychodow czesci G): 9.97 PLN  <-- enter
+  Poz. 46 (Podatek zaplacony za granica): 7.86 PLN  <-- enter
   Poz. 47 (Do zaplaty): 2.11 PLN

 PIT-ZG (dochody zagraniczne):
+  Poz. 29 (Dochod z art. 30b ust.5 i 5b): 25168.91 PLN  <-- enter
+  Poz. 30 (Podatek zaplacony za granica): 0.00 PLN  <-- enter

Running tests

uv run --group test pytest

Documentation

• Tax/legal basis used in this project: podstawa-podatkowa.md
• Glossary of transaction/sales fields and symbols: glosariusz-danych.md

DISCLAIMER

This script is provided "as is" for informational purposes only. I am not a certified accountant or tax advisor, and this script does not constitute professional tax advice. Use at your own risk; always consult a qualified professional for personalized guidance.