How to set TWS to show tax lots?

The Tax Optimizer lets you manage your trades' gains and losses for tax purposes by changing a tax lot's matching method. The system default is First In, First Out (FIFO). Choose from the following tax lot matching methods in Tax Optimizer:

Specific Lot…

ACCESS CLASSIC TAX OPTIMIZER

Currently we support two versions of Tax Optimizer: a built-in version you can access in Desktop TWS and IBKR Mobile, and the web version you access within Client Portal…

The default tax lot matching method is applied to all lots. To change the default matching method, you must use the Tax Optimizer.

To access the web Tax Optimizer in Client Portal:…

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…