Please visit the Tax Information and Reporting page of the IBKR website, specifically the Reports and Dates section, to find which forms and worksheets will be available to you and the dates they will be posted to your account.
Tax forms are available through Client Portal. Select the Performance & Reports menu followed by Tax Documents under Reports to view the tax forms currently available for your account.
IBKR also offers tax-advantaged account types for clients who are U.S. citizen, such as IRA accounts. Please click here to learn more about these account offerings.