verified by tax experts

Bitpanda Stocks Taxes: Info & Instructions

written by
Florian Wimmer
,
Blockpit CEO & Crypto Tax Expert
Reviewed by
Georg Brameshuber
,
Crypto Tax Expert & CPA
,
Last Updated:
July 12, 2024

Blockpit employs strict editorial principles to provide accurate, clear and actionable information. Learn more about our Editorial Policy.

Key Takeaways

  • Tokenised shares and ETFs at Bitpanda: Bitpanda now offers tokenised shares and ETFs, which enable a broader diversification of the portfolio and also make it easier for small investors to access these investments.
  • Tax treatment in Austria and Germany: In Austria, current income and capital gains from these assets are taxed at the progressive income tax rate, while in Germany a special tax rate of 25% is applied to profits and distributions.
  • No speculation period applicable: The usual one-year speculation period, familiar from cryptocurrency trading, does not apply to this type of asset in either country.
Table of Contents

After Bitpanda's Visa debit card, tokenized Stocks and ETFs recently followed in our partner's product lineup. There are now no more limits to diversifying your portfolio by spreading your investments across different asset classes. In order to keep an eye on taxable profits, it is now possible to track your Bitpanda card payments and cashbacks as well as Bitpanda Stocks transactions in your Blockpit account via the Bitpanda API interface.

How do Bitpanda Stocks work and what are the advantages?

As so-called A-Tokens, tokenized stocks and ETFs have the advantage that they can be traded in fractions and not only in whole shares. This allows retail investors to easily access these investments via Bitpanda's broker website or smartphone app.
As usual in the crypto market, Bitpanda stock assets can be traded not only during standard exchange trading hours, but also at night, on weekends, or on holidays. Since Bitpanda Financial Services GmbH has to bear a higher risk with stock trading at non-market hours, somewhat higher spreads and thus fees are associated with buying and selling at these times.

How are profits from so-called A-Tokens taxed correctly?

Technically, A-Tokens and thus Bitpanda Stock Assets are so-called non-securitized derivatives, which are classified as income from capital assets.
In Austria, current income and capital gains from capital assets are taxable at the progressive income tax rate for individuals, regardless of the holding period.
In contrast, in Germany gains and distributions from securitized and non-securitized derivatives are treated equally and taxed as investment income at the special tax rate of 25%.
The speculation period of one year known from trading of cryptocurrencies cannot be applied to A-Tokens in both countries.
If income is generated through Bitpanda Stocks, tax is not automatically deducted by the broker. Taxable profits must therefore be reported independently within one's own income tax return. Losses can be offset against capital income or profits, which also belong to the same tax category, and thus have a tax-reducing effect.

For Switzerland, as with cryptocurrencies, the taxation of assets as of the last day of the year applies according to the requirements of one's own canton.

How do I record my tax?

Due to the close exchange between Bitpanda and Blockpit, we are able to react quickly and effectively to concerns of our customer base and thus always offer an optimal solution for tax tracking and optimized trading.

To the registration at Bitpanda & Blockpit.

Optimize & file your crypto taxes with Blockpit

Blockpit creates the most comprehensive crypto tax reports in PDF format. The report provides information about all your balances and transactions and can be used as proof of origin with banks or tax advisors. It contains all relevant transactions of your account in the selected tax year and shows details such as timestamp, amount, asset, costs and fees of the individual transactions.

Using Blockpit couldn’t be easier:

1. Import your transactions

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Disclaimer: The information provided in this blog post is for general information purposes only. The information was completed to the best of our knowledge and does not claim either correctness or accuracy. For detailed information on crypto regulations, we recommend contacting a certified legal advisor in the respective country.

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