Do you provide the Canadian T1135 tax form (Foreign Income Verification Statement)?

The 1042-S tax form is a document used to report a foreign person's U.S. source income that is subject to withholding. In general, foreign persons who do not have U.S. source dividend or interest income will not receive a 1042-S form…

VIEW TAX FORMS

At the moment, we do not provide tax forms specific to the United Kingdom. The Tax Information and Reporting…

VIEW FOREX INCOME WORKSHEET

The Forex Income Worksheet is an annual worksheet that provides income and loss information from your completed currency transactions for the year. The Worksheet lists income and loss from nonfunctional currency transactions, including forex trades, trades in securities denominated in a nonfunctional currency, debit and credit interest and other nonfunctional currency transactions. You can locate your Forex Income Worksheet (if applicable) through Client Portal:…

The Form 1099-B does not include FX gains or losses. The Forex Income Worksheet will provide gain and loss information from your completed currency transactions for the year.

IBKR also offers tax-advantaged account types for clients who are U.S. citizen, such as IRA accounts. Please…