What information do I need to provide to create a tax estimate?

Your RRIF withdrawals are reported to the Canada Revenue Agency on a T4RIF tax slip.

Important information:…

The Form 1099-B does not include FX gains or losses. The Forex Income Worksheet will provide gain and loss information from your completed currency transactions for the year.

IBKR also offers tax-advantaged account types for clients who are U.S. citizen, such as IRA accounts. Please…

No, you do not pay tax on income or capital gains from investments in an ISA Stocks and Shares account. If you complete a tax return, you do not need to declare any ISA interest, income or capital gains on it.

Additional Information…

The Tax Planner is a tool within PortfolioAnalyst that helps you estimate taxes for your brokerage account activity. It allows you to select specific investment accounts to include, input taxable income from sources outside your investment accounts, customize tax rates, and view your total estimated tax liability based on your combined income sources…