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Tax: 1099-B – Reporting of Equity Short Sale Transactions

Trading Term

For equity short sales executed on or after January 1, 2011, IBKR reports in the year in which the short position is covered or closed. Short sales executed prior to January 1, 2011 were reported on Form 1099-B in the year of execution. In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.

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