This set of tabs provides clients with the following information:
To access and print your Forms and Reports, log in to Account Management or Client Portal with your IBKR username and password, and then click Reports > Tax > Tax Forms.
IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.
Account types include:
Individuals, Joint, Trust and IRAs