TAX IQ

01/05/2026

Paid tax abroad? You may still need to file in Romania.

If you are a Romanian tax resident, you are generally taxed on your worldwide income — even if that income was already taxed in another country.

Think of it this way:
Filing ≠ paying twice.

Double taxation treaties may allow a foreign tax credit, so the same income isn’t taxed twice — but reporting is still required.

Here’s the clear explanation ↓
https://rotaxiq.com/annual-tax-return-assistance/?utm_source=facebook&utm_medium=social&utm_campaign=annual-tax-return&utm_content=paid-tax-abroad

01/05/2026

Do you actually need to file the annual tax return in Romania?

Here’s the short version:
• Romanian tax resident?
• Income beyond salary (freelance, rent, dividends)?
• Any foreign income?

If you answered yes to the first one and any of the following, the annual tax return likely applies.

In practical terms: it’s one form that brings together all your income — Romanian and foreign — due by 25 May.

Get it right from the start 👇
https://rotaxiq.com/annual-tax-return-assistance/?utm_source=facebook&utm_medium=social&utm_campaign=annual-tax-return&utm_content=do-you-need-to-file

04/03/2026

🌍 When employee mobility creates corporate tax risk

Employee mobility doesn’t only affect the employee. Sometimes it also affects the company.

If an employee (or director of the company) performs activities in another country, the question isn’t only “where do we report salary?”

It can also become:
❓Does this create a taxable presence for the company❓

That’s why mobility and corporate tax should not be treated separately.
A structured process should include this assessment from day one.

👉https://rotaxiq.com/global-mobility-services-for-romania/

23/02/2026

The most common mobility mistake 🤔

The biggest mistake companies make with employee mobility? Treating every assignment as a one-off case.

Without a consistent process, each cross-border movement becomes a fresh risk. Different interpretations. Different reporting approaches. Different results.

A simple framework - classification, documentation, reporting alignment - makes mobility predictable instead of reactive.

If your company handles international assignments, our guide here may be of help:👉 https://rotaxiq.com/employee-mobility-processes-how-to-manage-them/

We offer the best advice on how to manage employee mobility processes effectively: strategy, policies, support, career development.

23/02/2026

Capital gains for expats: what really matters?

For expats, capital gains taxation often feels uncertain because it sits at the intersection of two systems.

In practice, three things decide the outcome:
tax residency, the moment of realization, and treaty coordination.

Once those are clear, for us the rest becomes joyful rather than stressful 😃

👉https://rotaxiq.com/annual-tax-return-assistance/?utm_source=linkedin&utm_medium=social&utm_campaign=capital-gains&utm_content=expats

09/02/2026

Are shares taxed while you hold them in your portfolio?

This is one of the most common questions investors ask — and it’s also where a lot of confusion around capital gains starts.

In Romania, you’re not taxed just for holding an investment, no matter how much its value goes up on paper. From a tax perspective, nothing happens while you hold shares, ETFs, or similar assets.

📍Tax only becomes relevant when you sell the shares or otherwise dispose of them.

This detail matters more than it seems. Without a clear understanding of when taxation is actually triggered, it’s easy to worry too early or assume obligations that don’t yet exist. Once the moment of sale is clear, everything else becomes easier to understand: - which year the gain belongs to, - how gains and losses interact, - how foreign platforms fit in, - and how the result is reported through the annual tax return.

👉https://rotaxiq.com/annual-tax-return-assistance

30/12/2025

Annual tax return? Not just for locals

Many expats are surprised to discover they may need to file the annual tax return (Declarația Unică) in Romania, even if they’re already filing abroad.

The reason is simple once you see it: if you’re a Romanian tax resident, your worldwide income falls under Romanian reporting rules. And if you’re a non-resident but earn Romanian-source income, the obligation may also apply.

The next deadline – 25 May 2026 – isn’t there to stress you out. It’s there to create one clean moment each year when you reconcile your income with Romanian rules and avoid mismatches later.

Need more explanations, without legal complexity? Start here:
👉https://rotaxiq.com/annual-tax-return-assistance/

Romanian annual tax return assistance from the best tax experts, specialized on expat taxes. Get easy help with filing your taxes.

22/12/2025

💸Capital gains tax gets a rethink from 2026 💸

If you realized profits from selling stocks this year or invested through platforms like Revolut, e-Toro, or Interactive Brokers, there’s a big shift coming in 2026.

Under the 2025 rules, gains on foreign platforms are taxed at 10%, and gains via Romanian brokers have preferential rates for longer holding periods. Starting 1 January 2026, the income tax on these capital gains will suffer important changes — meaning higher effective taxation both for long-term and short-term positions.

For investors , this isn’t about fear; it’s about understanding the numbers so you can prepare your reporting and financial planning efficiently.

Need the breakdown of how capital gains rules change in 2026? Here’s the article that explains it clearly:

👉 https://rotaxiq.com/tax-changes-as-of-2026-individuals-and-companies/

21/12/2025

2026 may sound still far away, but from a tax planning perspective, it’s already close. When tax rules change, the real impact isn’t felt on the announcement date — it’s felt later, when investment decisions, dividend timing, property budgets, or contribution thresholds haven’t been reviewed in time.

The upcoming changes affect areas like capital gains, dividends, crypto income, property taxation, health contributions for freelancers, and corporate deductibility rules. None of these require rushed action today — but all of them benefit from early awareness.

For both individuals and companies, the smartest move isn’t guessing outcomes, but knowing what to watch and when preparation actually matters. That’s the mindset we recommend as the 2026 tax framework takes shape.

Here’s how we track these changes and translate them into practical context ↓
https://rotaxiq.com/?utm_source=facebook&utm_medium=social&utm_campaign=tax-changes-2026&utm_content=2026-is-closer-than-it-looks

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09/12/2025

💸Gains from investments? Romania wants the story

If you sold shares, ETFs, or other investments this year - whether in Romania or abroad - you might wonder how Romania treats the gain.

Here’s the short version: capital gains are part of your annual tax return. Romania looks at the difference between what you paid and what you sold for, and that result shapes your tax obligation.

It’s not about the size of the gain - it’s about clarity.

If you want the longer version, start here:
👉https://rotaxiq.com/romanian-taxation-of-capital-gains/