IB Tax Optimizer

take control


your taxes

With Interactive Brokers' Tax Optimizer

With recent changes in IRS tax reporting rules, managing your gains and losses for tax purposes has never been more important. Interactive Brokers' Tax Optimizer lets you take control of your taxes by letting you change tax lot-matching methods on the fly to optimize your capital gains and losses.

The Tax Optimizer lets you:

The Tax Optimizer is launched from within Account Management and is available for stock, option, bond, warrant and single-stock future trades.

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