📖 User Guide

Everything you need to know about converting Trading 212 to K4

🚀 Quick Start

1

Export CSV from Trading 212

Log in → History → Statements → Select year → Export as CSV

2

Upload to Converter

Visit the converter and drop your CSV file

3

Pick a download format

K4 Excel for manual entry, or SRU Bundle for direct upload to Skatteverket (no manual entry).

4

File with Skatteverket

Either copy values from Excel Sheet 2 into the K4 web form, or upload the SRU bundle at Skatteverket File Transfer.

📥 How to Export from Trading 212

Web Platform

  1. Log in to trading212.com
  2. Click History in the menu
  3. Select Statements
  4. Choose date range (e.g., 2024-01-01 to 2024-12-31)
  5. Click Export button
  6. Select CSV format (NOT PDF!)

Mobile App

  1. Open Trading 212 app
  2. Tap More → History
  3. Tap filter icon and select date range
  4. Tap Export → Choose CSV

⚠️ Important: Make sure you export as CSV, not PDF. PDF statements cannot be processed automatically.

📊 Understanding Your K4 File

The generated Excel file contains 3 sheets:

Sheet 1: K4 Detaljerad

Every single transaction listed separately. Use this if you want complete transparency.

Sheet 2: K4 Sammanställning ⭐

Transactions grouped by security. This is what you should use for filing - it's cleaner and easier to verify.

Sheet 3: Sammanfattning

Summary totals that go into the K4 form boxes.

What Each Column Means

Swedish Name English What It Means
Värdepapper Security Stock name with ISIN code
Antal Quantity How many shares you sold
Försäljningspris Sale price What you got (in SEK)
Omkostnadsbelopp Acquisition cost What you paid (in SEK)
Vinst/Förlust Profit/Loss Sale price minus cost

🇸🇪 SRU Bundle (Direct Upload)

If you don't want to type each row into the K4 web form, the SRU bundle lets Skatteverket ingest your K4 data as a file.

What's in the bundle

INFO.SRU

Filer metadata — your personnummer, name, and address. You enter these once into the form on the converter page; they go straight into the file and are never sent anywhere else.

BLANKETTER.SRU

One or more K4-{year}P4 blocks containing your aggregated trades. Each block holds at most 9 rows (Skatteverket limit), so 30 securities = 4 blocks in one file. The pages are numbered automatically.

How to upload

  1. Click SRU Bundle on the converter, fill in your details, and download the .zip.
  2. Unzip — you'll get INFO.SRU and BLANKETTER.SRU.
  3. Open Skatteverket File Transfer and log in with BankID.
  4. Upload both files together. Skatteverket validates them and shows you a receipt with any errors.
  5. Then sign your tax return on Skatteverket's "Mina sidor" — uploaded attachments don't sign themselves.

ℹ️ About rounding: Skatteverket requires whole-SEK integers in SRU files. Each row is rounded so that sale − cost = gain − loss always holds exactly. This means the SRU per-row cost may differ by 1 SEK from the Excel export, but the totals match Trading 212's reported P/L.

🔒 Privacy: Your personnummer and address are read directly from the form, written to the file in your browser, and downloaded. Nothing is uploaded by this tool, persisted to disk, or stored in your browser. Closing the tab erases everything.

📝 Filing with Skatteverket

1

Visit Skatteverket

Go to skatteverket.se and log in with BankID

2

Open Tax Return

Find "Inkomstdeklaration 2025 (inkomståret 2024)"

3

Navigate to K4

Go to "Bilaga K4 - Värdepapper"

4

Select Part B

Choose "K4 Bilaga B - Utländska aktier och värdepapper"

(All Trading 212 stocks are foreign)

5

Enter Your Data

Copy from Excel Sheet 2 (K4 Sammanställning)

6

Verify & Submit

Check totals match, submit before May 2, 2025

💡 Pro Tip: Use Sheet 2 (K4 Sammanställning) instead of Sheet 1. It groups multiple sales of the same stock together, making it much easier to enter and verify.

💰 Swedish Capital Gains Tax

Tax Rate

Capital gains from stocks and ETFs are taxed at 30%.

How It Works

  • ✓ Profits from stock sales = Capital Gains
  • ✓ Losses can be deducted from gains in the same year
  • ✓ Net result is taxed at 30%
  • ✓ Losses exceeding gains can offset other capital income

Example

Your trades:

  • • Total gains: 10,000 SEK
  • • Total losses: -1,000 SEK
  • • Net result: 9,000 SEK

Tax calculation:

9,000 SEK × 30% = 2,700 SEK tax

📅 Important Deadlines

Tax Year Filing Method Deadline
2024 Online May 2, 2025
2024 Paper April 2, 2025

✓ Tip: File online - you get an extra month and it's easier!

🔧 Troubleshooting

"No sell transactions found"

Solutions:

  • Check you exported the correct date range
  • Make sure the file is from Trading 212
  • If you only bought stocks (no sells), you don't need K4

Total doesn't match my calculation

This is normal:

  • Trading 212 uses the average cost method
  • Currency conversion timing may differ
  • Broker fees are included

Solution: Use Trading 212's reported P/L - it's official and correct.

I have trades from multiple years

Solution: Export and process each year separately. File separate K4 forms for each tax year.

🔒 Privacy & Security

Your data is 100% safe.

  • ✓ All processing happens in your browser
  • ✓ No data uploaded to any server
  • ✓ No data stored or logged
  • ✓ No cookies or tracking
  • ✓ Open source - verify the code

This is a static website running pure JavaScript. Open your browser's Network tab while using the tool - you'll see no data is transmitted!

📞 Getting Help

Skatteverket (Swedish Tax Agency)

  • • Phone: 0771-567 567 (Mon-Fri 8:00-16:30)
  • • Website: skatteverket.se

Trading 212 Support

Tool Issues

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