IBKR TAX

interactive brokers

interactive brokers

TAX INFORMATION AND REPORTING

Overview

www.interactivebrokers.ie/en/support/tax-overview.php


https://www.interactivebrokers.ie/AccountManagement/AmAuthentication?loginType=1&action=RM_TAX_FORMS

TAX INFORMATION AND REPORTING

Non-US Persons & Entities

Initial Application & Data Collection
Year-End Tax Forms 
Year-End Reports 
Per Se Corporations

www.interactivebrokers.co.uk/en/support/tax-nonus-reports.php

Year-End Reports

Your Annual Statement and Dividend Report are available to view and print by accessing IBKR’s website, selecting Account Management from the Login menu and opening Activity Statements or Tax Forms

by clicking Reports > Activity or Reports > Tax > Tax Forms.

Annual Statement

The Annual Statement shows trade detail for account gain and loss for stocks, options, bonds, single stock futures, futures and futures options on a First In, First Out (FIFO) matching basis or the specific method of tax accounting selected for your account.

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