Crypto

Crypto in PIT-38: no FIFO, no time limit, and swaps that are not income

Section E/F runs on entirely different rules from shares. Computing crypto the way you compute securities overstates the tax — sometimes several times over.

What the statute says

Cost is the sum of the year’s purchases
Art. 22 ust. 14-16 ustawy o PIT. EVERY documented expense on acquiring virtual currency that year counts — including for coins you never sold.
Excess cost carries forward with no time limit
Costs not deducted this year enter next year’s costs. No five years, no half-cap — unlike a loss on shares.
A coin-to-coin swap is neutral
Art. 12 ust. 4g: exchanging one virtual currency for another creates neither income nor cost. Tax arises on exit into money, goods or services.
Stablecoins are virtual currencies too
USDT and USDC fall under art. 5a pkt 33a. Buying USDC for złoty is an acquisition of virtual currency, not a “cash deposit”.

How we compute it

Line 37 is the sum of all purchases in the year
Not only those that happened to be sold. Matching purchases to sales by FIFO simply contradicts the provision here.
Section E/F separate from C/D
A crypto loss does not reduce a gain on shares, and a share loss does not reduce crypto income — art. 30b ust. 5a.
Swaps are filtered out before computing
Swap rows are recognised by their type, not by their description. Counted as income they would inflate it by the entire volume traded between coins.

Where people get it wrong

A December purchase left out because “it isn’t sold yet”
The costliest mistake and the most logical-sounding. An 8 900 zł purchase in December either lowers this year’s base or carries to next year — left out, it raises the tax from zero to several hundred złoty.
Every swap counted as a sale
Active exchange trading produces hundreds of swaps. Counted as income they yield a figure many times larger than anything that ever reached a bank account.
A transfer between your own wallets taken for a disposal
Sending coins from an exchange to your own wallet is not a sale. Without those rows, though, there is no trace of where the later-sold coins came from.
Crypto filed in section C/D
It looks like an investment and is often booked with shares. It is a separate section under separate rules — mixed together, both halves of the return break.

Run this once

claude mcp add --transport http taxroam https://taxroam.com/mcp --header "Authorization: Bearer $TAXROAM_KEY"

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Questions about crypto

I bought and sold nothing. Do I file PIT-38?

It is worth it. A purchase alone creates no tax, but a declared cost carries forward with no time limit. An undeclared one does not.

I swapped BTC for ETH hundreds of times. Must all that be reported?

Not as income. Swapping one virtual currency for another is neutral, so it never enters section E.

I have a crypto loss and a gain on shares. Can I offset them?

No. They are two separate sources — art. 30b ust. 5a keeps them apart.