Use the button above to log into Client Portal and access your tax forms for the past five (5) most recent calendar years.
- Log into Client Portal.
- Click the Performance & Reports menu followed by Tax Documents**.**
- In the Tax Forms area select the relevant tax year to view the tax forms currently available for your account.
IBKR also offers tax-advantaged account types for clients who are U.S. citizen, such as IRA accounts. Please click here to learn more about these account offerings.
Notes
- A closed account will still have access to Client Portal, where you can download closed account tax forms no more than five (5) years old. After selecting Performance & Reports followed by Tax Documents, click on the displayed account number in the light blue oval in the upper part of the page to open the Account Selector side window. In the Account Selector, click on the Filter (funnel) icon, expand the Account Status section, check "Closed" or "Migrated" and click Apply. Select the closed account number and click Continue.
- Review the Reports and Dates page on the IBKR website to find the dates the forms and worksheets will be posted to your account.
- We maintain statements for a period of seven (7) years as required by regulations, and account holders may request a copy of an archived statement not available online by contacting Client Services. Archived statement requests are subject to a processing fee.
- Find more information on the Tax Information and Reporting page of the IBKR website.
Additional Information
- Where do I find tax dates when my forms and worksheets will be posted to my account?
- Where can I find more about Tax Information and Reporting?
- How do I access the Tax Optimizer?
- How do I configure the tax basis for the account?
- How do I update cost basis information for transferred securities?
- Is the cost basis for FX cash pair trades FIFO?