Where can I get historical and current tax forms?
Tax Forms
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Tax form users guide
Introduction
This Users Guide is intended to assist introducing brokers with answering questions your clients may have when completing our online Tax Form. Individual and joint accounts having tax information requiring update will be presented with the form immediately upon login to Client Portal. For joint accounts, each account holder needs to provide his or her personal information and complete an appropriate tax form. Organization and trust accounts will complete the form through an updated online account application made available through your Client Portal Dashboard. Applicable sections of the form will be pre-populated with information on record and the form should therefore only take a few minutes to complete. Completion of the form in a timely manner is critical to ensuring that both U.S. and non-U.S. taxpayers are not subject to any exceptional U.S. tax withholding and non-U.S. taxpayers receive the most favorable rate on dividend withholding as defined by U.S. treaties. As a result, the form cannot be by-passed upon client login and no other Client Portal functions will be accessible until completed…
I am a Canadian Person or Entity. When will my tax forms be ready?
Please visit the Tax Information and Reporting page of the IBKR website, specifically the Reports and Dates section, to find which forms and worksheets will be available to you and the dates they will be posted to your account…
Tax: Non-US persons and entities: My Form 1042-S is incorrect
If your name, address or US Taxpayer Identification Number or other information on Form 1042-S is incorrect, log in to Client Portal and:
- Click the message icon in the top right corner of your screen…
Information relating to the Spanish tax Form 720
Interactive Brokers wishes to supply the following information which may be useful for our Spanish residents when completing the required Form 720 for the Spanish Tax Authorities.
The legal entity that holds the accounts is mentioned in the upper part of the Activity Statements. Accounts of clients resident in Spain are held by:…
Tax: UK persons and entities: How do I access my tax forms
Your tax forms, including Form 1042-S, Annual Activity Statement and Dividend Statement, are available electronically. To access, log into Client Portal and click the menu icon in the top left corner > Reporting > Tax Documents. If you have the old Client Portal layout, select the Performance and Reports tab followed by Tax Documents. Please review the information on your forms. Please review the information on your forms…
French withholding tax reclaim
European withholding taxes on dividends are taxed at source. This means that the tax is withheld by the depository prior to remittance of the distribution to us and the subsequent credit of the net distribution to the accounts of any clients.
As outlined in the client agreement, we hold all shares in street name. For this reason the rate between the dividend paying country (France) and the receiving country (IB LLC US) is 28% for 2020 (reduced from 30% for 2019). While you may hold an account with Interactive Brokers UK, IBUK in turn acts as an introducing broker for Interactive Brokers LLC. As such, Interactive Brokers LLC is the street facing holder of shares. See the below link to our Client Agreement for further clarification. In case the link does not work, find the Forms and Disclosures link at the bottom of our website and select Agreements followed by Client Agreements and IB UK Limited Client Agreement:…
How can I make a charitable transfer of securities?
IBKR allows clients to gift shares to a charitable organization when certain conditions are met. Requests to transfer securities from an IBKR Individual, Joint, or Trust account to a qualified charity will be accepted under the following conditions:…
Where can I see tax paid on dividends for prior year?
IBKR provides a Dividend Report annually. This is available through Client Portal by selecting Performance & Reports…
Do you provide German tax forms?
ENABLE AND VIEW GERMAN TAX FORMS
Use the button above or follow the below procedure to enable Informational Tax Reports for a specific jurisdiction:…
Certify your tax status
Overview:
Filling out a tax certification form is required to open an account with us. The forms confirm your tax status in relation to the United States. Information provided by you may lower or exempt the U.S. tax withholding on your account…
How do I configure the tax basis for the account?
The default tax basis methodology for all accounts is First In, First Out (FIFO), but it can be changed on a per day and per symbol basis. To change the default matching method for your account, login to the Client Portal…
How does a Non-Us person or Non-US entity claim a refund of US taxes?
Overview:
Non-US persons or entities must file an income tax return with the United States tax authority in order to claim a refund of over withheld or overpaid tax…
I have received notice that the individual taxpayer identification number (TIN) on my account does not match that of the IRS. What do I need to do?
Why Your TIN May Be Considered as Incorrect
If you are an individual taxpayer your TIN will be your Social Security Number (SSN) or, in the case of resident and non-resident aliens your Individual Taxpayer Identification Number (ITIN). Often an individual taxpayer TIN does not match IRS records because a name has changed through marriage, divorce, adoption, etc., and the change has not been reported to either us or the SSA. Other times the account may not contain the correct SSN or ITIN of the actual owner or the title on the account does not match that used for filing tax returns (see Note 2 below)…
Tax: UK persons and entities: UK resident accounts
Residents of the UK, EU countries and other select countries (i.e., Switzerland) may only open an account with Interactive Brokers (UK) Limited, irrespective of where you are domiciled. For your reference, UK Limited acts as an arranger for Interactive Brokers LLC. Interactive Brokers LLC holds clients funds and assets…