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Tax Deep Dive · 2026

Forex Trading Tax in France 2026 — Complete Guide

How France taxes forex and CFD profits, the rates and brackets, what counts as taxable, loss-offset rules, and how to declare your trading income to Direction generale des Finances publiques (DGFiP).

Quick Answer

In France, forex and CFD profits are taxed under Prelevement Forfaitaire Unique (PFU / 'flat tax') at a headline rate of 30% (PFU flat tax). The tax is administered by Direction generale des Finances publiques (DGFiP) and declared each year on the Declaration de revenus 2042 + form 2074 / 2042-C for capital gains. No. There is no tax-free wrapper for leveraged FX/CFD trading; the PAS savings accounts (PEA, livret A) do not cover CFDs.

Forex Tax Treatment in France

Forex profits are subject to the Prelevement Forfaitaire Unique (PFU/flat tax) of 30% (12.8% income tax + 17.2% social contributions). Alternatively, taxpayers can opt for progressive income tax rates if more favorable. Losses can be carried forward for 10 years.

Forex and CFD profits are 'plus-values sur valeurs mobilieres et titres' and are normally taxed under the PFU at a flat 30%.

Tax Rates Table — France EUR

Applicable rates as of April 2026.

Bracket / RuleRate
All capital gains and investment income12.8% income tax
Plus social contributions (CSG/CRDS)+17.2% — total 30% PFU
Optional barème progressifProgressive scale 0%-45% + 17.2% social if more favourable

What Counts as Taxable?

Most France residents need to declare the following types of trading income:

  • Realised forex/CFD capital gains. Profits from closing positions during the tax year.
  • Dividend-equivalent payments. Cash adjustments paid by your broker on long share-CFD positions when the underlying issues a dividend.
  • Carry / swap interest received. Positive overnight financing credited to long carry-trade positions is normally taxable as financial income.
  • Cashback, rebates and bonuses. Cash incentives paid by the broker may be reportable as miscellaneous or financial income.
  • Crypto CFD profits. Profits from cryptocurrency CFDs are taxed under the same rules as other CFDs (this is different from spot crypto, which usually has its own treatment).
  • Foreign exchange differences. Gains or losses from holding foreign-currency balances may need to be reported separately when converted back to your home currency.

Professional vs Retail Trader — Tax Implications

If the DGFiP classifies you as a 'professionnel', profits become BIC (industrial and commercial profits) at progressive income tax rates plus social charges, and you may need to register as a micro-entrepreneur or societe.

Retail / private investor

Default treatment for almost all individuals. Profits taxed at the headline 30% (PFU flat tax) rate under Prelevement Forfaitaire Unique (PFU / 'flat tax'). Losses are restricted to the same category.

Professional / business trader

Triggered by frequency, volume, leverage, or income share. Profits are reclassified as ordinary business income at progressive rates plus social/contributions.

How to Declare Forex Income in France

  1. 1

    Download your annual statement from each broker (and convert all amounts to EUR using year-end FX rates if your account is in another currency).

  2. 2

    Calculate net realised profit or loss for the tax year — buy/sell pairs only (unrealised positions are usually excluded, except for mark-to-market regimes).

  3. 3

    Add carry/swap interest, dividend-equivalent payments, and any cashback or rebates.

  4. 4

    Open Declaration de revenus 2042 + form 2074 / 2042-C for capital gains on the Direction generale des Finances publiques (DGFiP) portal.

  5. 5

    Enter the totals in the capital-gains / investment-income section and indicate the source country of each broker.

  6. 6

    Pay any balance owed by the deadline (Late May to early June (the exact date depends on your departement and online vs paper filing)) and keep the receipt and broker statements with your records.

Loss Offset Rules

Capital losses from speculative instruments can be offset against gains from the same category in the year. Unused losses can be carried forward for up to 10 years.

Record Keeping Requirements

Keep annual IFU statements (Imprime Fiscal Unique) where the broker issues one, plus all monthly statements and a record of every trade for at least 6 years.

  • Annual broker statements (PDF and machine-readable formats)
  • Trade-by-trade ledger with timestamps, instrument, and P&L
  • Year-end account valuation (mandatory for wealth-tax regimes)
  • Proof of any foreign tax already paid, to claim against home liability under double-tax treaties
  • FX-conversion rates used to translate amounts into EUR

Tax Reporting Deadlines

Annual Filing Deadline

Late May to early June (the exact date depends on your departement and online vs paper filing)

Withholding by brokers

French-domiciled brokers operate the PFU at source for residents. Most CySEC-passported brokers do not — the trader must declare manually on form 2074 and 2042-C.

Recommended Accountants & Software

Use the impots.gouv.fr online declaration. Specialist accountants (expert-comptable) familiar with PFU and capital markets are advisable for traders with multi-broker portfolios.

We do not endorse any single product. For active traders we generally recommend a local advisor who has direct experience with CFD/derivative reporting and any cross-border passporting that applies to your broker.

Frequently Asked Questions

How are forex profits taxed in France?
In France, forex and CFD profits are taxed under Prelevement Forfaitaire Unique (PFU / 'flat tax') at a headline rate of 30% (PFU flat tax). The tax is administered by Direction generale des Finances publiques (DGFiP) and declared on the Declaration de revenus 2042 + form 2074 / 2042-C for capital gains each year.
Do I have to declare forex losses in France?
Yes — losses must be declared to use them against gains. Capital losses from speculative instruments can be offset against gains from the same category in the year. Unused losses can be carried forward for up to 10 years.
Does my broker withhold tax automatically in France?
French-domiciled brokers operate the PFU at source for residents. Most CySEC-passported brokers do not — the trader must declare manually on form 2074 and 2042-C.
Is forex trading tax-free anywhere in France?
No. There is no tax-free wrapper for leveraged FX/CFD trading; the PAS savings accounts (PEA, livret A) do not cover CFDs.
What is the filing deadline for forex tax in France?
For the France EUR tax year, the standard deadline is Late May to early June (the exact date depends on your departement and online vs paper filing). Active traders should plan for cash to be available before that date to settle any balance owed.
What records do I need to keep in France?
Keep annual IFU statements (Imprime Fiscal Unique) where the broker issues one, plus all monthly statements and a record of every trade for at least 6 years.
Am I a professional trader for tax purposes in France?
Most retail traders remain in the standard Prelevement Forfaitaire Unique (PFU / 'flat tax') regime. If the DGFiP classifies you as a 'professionnel', profits become BIC (industrial and commercial profits) at progressive income tax rates plus social charges, and you may need to register as a micro-entrepreneur or societe.
Do EU passporting brokers (CySEC, BaFin) report to my France tax authority?
EU passporting brokers are subject to information-exchange under DAC6/CRS, so account holdings may be reported automatically. However, the day-to-day responsibility to declare gains, losses, and dividend-equivalents remains with the trader on the Declaration de revenus 2042 + form 2074 / 2042-C for capital gains.

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Disclaimer: This is general information, not professional tax advice. Tax law changes regularly and individual circumstances vary. Always confirm your obligations with a licensed France tax advisor or directly with Direction generale des Finances publiques (DGFiP) before filing.

CFD Risk Warning

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Between 74-89% of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

This website is for informational purposes only. The content does not constitute investment advice. Trading leveraged products carries a high level of risk and may not be suitable for all investors. Past performance is not indicative of future results. EU retail leverage limits apply (ESMA): up to 30:1 on major FX pairs, 20:1 on minor FX, 20:1 on major indices, 10:1 on commodities, 5:1 on equities, 2:1 on crypto.