Tax Information and Reporting

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.




Dividend Report


The Dividend Report shows account detail for all dividends and payments in lieu of dividends as well as tax withholding on these amounts. In addition, all dividends reported are summarized by revenue type to make year-end tax reporting easier. A Dividend report is provided for all customers. Dividends will be reported in the base currency of the account.


Note:

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.