Automated Spanish IRPF with mandatory FIFO for foreign stocks, source withholding (USA 15%), assisted Model 720/D-6 and boxes 0308/0310/029/588 filled. Goodbye Excel for calculating capital gains with Alpaca/IBKR broker.
Spanish tax authorities require FIFO method (First In First Out) to calculate capital gains on foreign stocks — the sale price is subtracted from the OLDEST purchase price. Neither DEGIRO, Trading212, nor Interactive Brokers apply it in their reports. We do, for each operation. Each sale generates capital gain/loss with prices in EUR (FX conversion at trade date).
USA dividends suffer 15% source withholding (with signed W-8BEN, otherwise 30%). We import them as DIVFEE from Alpaca and apply them as deductible withholding in your IRPF — avoids double taxation. Other countries handled: DE 26.375%, FR 12.8%, GB 0%, IE 0%.
We generate draft with exact figures for: boxes 0308/0310 (capital gains/losses), boxes 029/588 (movable capital income · dividends), box 588 with source retention. Downloadable as PDF/CSV. You just transcribe to AEAT Model 100. No manual calculations.
If the balance in foreign broker exceeds €50,000 at 31-dec you must declare Model 720 (or Model D-6 foreign stocks). We generate declarative draft with valuations and Q4 average balances from your automatic Alpaca sync. Telegram reminder in January when due.
Demo mode with sample data · email verification in 30s · no broker connection needed.