Do you provide tax advice?

IBKR does not directly tax accounts at the time of the owner's death. The executor of the individual's estate would be responsible for the calculation and payment of any applicable taxes.

You should consult your tax advisor for any additional questions…

IBKR does not offer trading advice, investment guidance or tax advice. We operate as a discount broker and all client orders are self-directed by either the client, or their Financial Advisor if they have opened an account with an independent advisor and provide discretionary trading authority via the Customer Agreement…

There is no impact to tax reporting with the change to T+1…

TWS does not offer a setting to display tax lots.  To review tax lots you can open the Tax Optimizer or review the "Tax Lot Holding Period Change" Report…