How do I address the "Tax form expired" warning?

When an account is closed, you should still be able to access Client Portal with your username and password to download your statements and tax forms.

Additional Information…

Overview:

The Irish Tax Authority requires us to collect withholding tax on interest earned in Ireland. This withholding is at a rate of 20% and must be deducted from interest payments to your account…

Your tax form has either expired or the information was not correct and as a result there was back up withholding tax.  Once you update or correct your tax form and if it is done in the same calendar year then IBKR can refund the tax directly to your account…

Forms 1099 are issued based on the most up to date information on the Form W9.

Please update the W9 electronically by following the steps on our FAQ How do I fill out a W-9 form?…