What are the Tax Lot Matching Methods in Tax Optimizer?
The Tax Optimizer lets you manage your trades' gains and losses for tax purposes by changing a tax lot's matching method. The system default is First In, First Out (FIFO). Choose from the following tax lot matching methods in Tax Optimizer:
Is there a lot matching method for all new and unsettled closing trades?
Yes. When you select a tax lot matching method for today, this will change the lot matching method on all applicable closing trades, including trades that have not yet settled.
Currently we support two versions of Tax Optimizer: a built-in version you can access in Desktop TWS and IBKR Mobile, and the web version you access within Client Portal…