UK CGT Calculator for Robinhood
Upload your Robinhood UK account activity report. Get US shares, options and interest in pounds, SA108 boxes and a PDF.
Reads your Robinhood export as it downloads. Nothing to reformat.
Robinhood Export, in 5 Steps.
- 1Open the Robinhood UK app or website and sign in
- 2Go to Account (person icon) → Reports and statements
- 3Under Account activity reports, select Reports
- 4Tap Generate new report: all transaction types, dates from your first buy
- 5Download the CSV once it is ready
Robinhood Options and Shares, Taxed the UK Way.
Option premiums, assignments, share matching and the interest on your cash, worked out from your activity report.
FAQ
Which Robinhood UK file do I upload for UK tax?
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The account activity report as a CSV: Account, then Reports and statements, then Account activity reports, then Generate new report. Start the date range at your first buy, not at 6 April: the cost of the shares you sell comes from your whole buying history (HS284).
Do I pay Capital Gains Tax on Robinhood UK?
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In a general investment account, yes, once your gains for the tax year go above the £3,000 annual exempt amount. Gains inside a stocks and shares ISA are tax-free.
My account is in pounds. Which exchange rate is used?
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HMRC’s monthly rate for the month of each trade, not the rate Robinhood converted at. The FXBUY and FXSELL rows are read as your dollar pool and listed as not chargeable: foreign currency is exempt for an individual.
How are Robinhood options taxed in the UK?
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Each contract series is its own asset. STO is a disposal on the day you write it (CG12312), BTC reduces that gain, OEXP keeps the premium, and on OASGN the premium goes into the share cost or the proceeds (CG12313). A cash-settled index option nets its premium against the OCC cash row.
Is the interest Robinhood pays on my cash taxable?
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Yes, as savings income against your Personal Savings Allowance, not as a gain. The INT rows are listed month by month in the income section. SLIP, the fee for lending your shares, is other income for SA100 box 17. MINT, the margin interest you paid, is not deductible and is skipped.
Which date counts, Activity Date or Settle Date?
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Activity Date. For CGT a share is sold on the day you trade it, not the day it settles (TCGA92 s28), so a sale on 5 April belongs to the tax year that ends that day.
Where are the trading fees?
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Inside the Amount. Robinhood’s report has no fee column: the regulatory fees on an option are already netted into the premium, and that fee-inclusive Amount is the figure the report works from, so nothing is added or counted twice.
Are my dividends shown before or after US tax?
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Before. The CDIV row is the gross dividend and DTAX the 15% treaty withholding. HMRC taxes the gross and gives credit for the tax paid, so the report pairs the two rows and keeps the withholding for Foreign Tax Credit Relief.
What happens to a stock reward?
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The RECUK share enters your pool at market value, taken from the paired REUKC cash row, and the reward is miscellaneous income. The NRAT withholding is flagged for you to check rather than credited.
Are stock splits and mergers handled?
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Not yet. SPL, MRGS and SXCH rows are skipped with a warning, so if you held a stock through one, adjust the pool on the edit page.
Can I combine Robinhood with another broker?
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Yes. Upload the files from each broker together. Shares of the same company are one pool however many brokers hold them: the CUSIP in your Robinhood rows is turned into the ISIN that IBKR and Schwab report, so a sale is costed against all of them.