HolderTax · Status: working draft · every figure awaits sign-off by a licensed reviewer · not tax, legal or investment advice
HolderTax / Spain / Rules / The two bases
Rule explainer · Spain · Schedule lines 02 and 05

The two bases: where every euro lands

Spanish income tax splits crypto income between two worlds: the savings base, with brackets from 19 to 30%, and the general base, which can approach 47%. The classification of each income outweighs any optimisation — and it is exactly what Hacienda checks first.

Working draft · mechanics pending sign-off by a licensed reviewer · not advice on your return

The savings base: sales, swaps, yields

Into the savings base go capital gains derived from a transmission — selling for euros, swapping one crypto for another, paying with crypto — and investment income: staking rewards and lending interest, taxed on receipt at market value. The brackets: 19% to €6,000, 21% to €50,000, 23% to €200,000, 27% to €300,000 and 30% beyond — the top bracket rose from 28 to 30%, a reminder that these scales move. Gains compute against FIFO cost: first units bought are first sold, with no lot-picking.

The general base: where the gifts land

Into the general base — the one your salary lives in, with marginal rates approaching 47% depending on the region — go gains not derived from a transmission and economic activities. The star case: airdrops. A token received for nothing given up is a gain without a transmission, taxed at your general marginal rate, entering with an acquisition cost of zero — so the later sale generates a second, savings-base gain on the full amount. Mining and organised operations are economic activity: registration, deductible expenses, progression.

The same token can cost you 19% or 47% depending on how it reached your wallet. Spain's most expensive tax question is not how much you gained — it is by which route.

The error Hacienda hunts with a magnifying glass

Declaring an airdrop as staking moves the income from the general base to the savings base — a saving of up to twenty points that does not survive a review: the chain records whether crypto was committed in exchange for the reward or simply credited. The technical distinction — yield for ceding your assets versus a gratuitous gain — is verifiable in the very data forms 172/173 and DAC8 deliver. In the opposite direction the error also costs: staking declared in the general base overpays, year after year.

The two-month rule, honestly

The anti-application rule defers a loss when homogeneous securities are repurchased within two months before or after the sale. Its transfer to cryptoassets remains technically debated — the DGT has not settled it with the clarity practice needs. Our editorial position: we mark it unresolved, we document repurchases near loss sales, and the decision to apply the rule in your case belongs to an adviser, not an article.

What to do

  1. Label every income at origin. Sale, swap, staking, lending, airdrop, activity: the label decides the base, and reconstructing it years later is the expensive part.
  2. Record the euro value on receipt. For yields and airdrops, the day's value is both the income to declare and the cost of the future sale.
  3. Watch repurchases within two months of a loss sale. Documenting them today beats arguing them tomorrow.
  4. With volume or DeFi, classify with advice. The frontier between the bases is the terrain where a review is won or lost.