VIEW TAX LOT HOLDING PERIOD CHANGE REPORT
Use the Tax Lot Holding Period Change Report to see which securities positions you hold will soon change to a long term holding.
Use the button above or follow the below procedure to view the Tax Lot Holding Period Change Report:
- Log into Client Portal
- Click on Performance & Reports followed by Other Reports under Reports
- Select Tax Lot Holding Period Change, select the number of days forward you wish to view, and click RUN.
Find more information on the Tax Lot Holding Period Change Report in the Client Portal Users' Guide.
In addition, the default Activity Statement's "Realized and Unrealized Performance Summary" section has a Short Term and a Long Term column which displays the value of any long position that has met the Long Term holding period. You can create an Activity Statement template that includes an open position's "Lot Details" which will display the various purchase dates of an open position. Find more information on how to create a custom statement with lot details in the IBKR Knowledge Base.
Additional Information
- Tax Lot Holding Period Change Report in the Client Portal Users' Guide.