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:

1. Log into Client Portal
2. Select Performance & Reports menu followed by Tax Documents under Reports

3. Click on the Configure (gear) icon next to Jurisdictions under Informational Tax Reports
4. Select YES next to Germany and click UPDATE

Once available, use the button above or follow the below procedure to view and print the German Informational Tax Report:

1. Log into Client Portal
2. Select Performance & Reports menu followed by Tax Documents under Reports

3. Select the tax year
4. Click on PDF next to German Informational Tax Report to download the report.

Please Note

• The creation of these Reports may take longer, since requests are processed on a best effort basis and a third party provider is also included in the process.  Clients will receive an automatic email, once the Tax Report is created.
• The Informational Tax Reports for Germany are only available for 2019 and after. For all previous years you can download the regular Activity Statements via Client Portal under the Reports menu. See: How do I download my Activity Statements?
• IBKR does not provide a German Tax Form for closed accounts.

Additional Information

• The Tax Information and Reporting page of the IBKR website.