Calculate the advance lump sum, step by step
The advance lump sum (Vorabpauschale) taxes an assumed minimum yield of accumulating funds and ETFs, even without a distribution. This calculator walks through the four steps from § 18 InvStG: base yield, pro-rating for a mid-year purchase, capping at the actual value increase, and partial exemption, then shows the tax due.
Not tax advice
This calculator shows the simplified view for private investors under § 18 InvStG, without an exemption order and without special rules for forward transactions. It does not replace individual tax advice. The linked guide article explains how the advance lump sum appears in Trade Republic's CSV export and how it is credited on a later sale.
For your whole portfolio, not just one fund
Trade Checker automatically calculates the advance lump sum for every position in your portfolio from your CSV export, along with the equity allowance and capital gains tax.
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