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Charts",{"request_context":23,"type":24,"id":1189,"faq_id":1189,"timestamp":690,"cir_id":26},{"request_context":23,"type":24,"id":1091,"faq_id":1091,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":990,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1197,"server_version":1198,"session_id":1199,"id":1200,"question":1201,"answer":1202,"navigation":1203,"short_description":1214,"similars":1215,"feedback_context":1254,"slug":1256},"FAQ_BROWSER_CONTENT","Jibotsrv4;1365537209","df5cd063-946c-4cbe-8e4c-8c3371864f9e","35792647","What are the other IB Tax Reports besides the Consolidated 1099s?","\u003Cp>Click on the form for further details:\u003C\u002Fp>\u003Cp>US Forms:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=us1#DIVIDEND-REPORT\">Dividend Report\u003C\u002Fa>\n\u003Cul>\u003Cli>Detailed information on dividends received, return of capital, payments in lieu paid and received, and foreign tax paid.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Ftax-us-forms.php#FORM-8949\">Form 8949 Worksheet\u003C\u002Fa>\n\u003Cul>\u003Cli>Calculation of gain and loss on securities and options transactions, for both covered and uncovered securities (with cost basis). US persons only.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Ftax-us-forms.php#FORM-5498\">Form 5498\u003C\u002Fa>\n\u003Cul>\u003Cli>IRA contribution and Fair Market Value Information.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Ftax-us-forms.php#FORM-2439\">Form 2439\u003C\u002Fa>\n\u003Cul>\u003Cli>Reports undistributed Capital gains retained in Registered Investment Companies (RICs) (mutual Funds) and REITs for which the tax has been paid on your behalf.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-1042-S\">Form 1042-S\u003C\u002Fa>\n\u003Cul>\u003Cli>Form 1042-S is issued to non-US person who owns an account that received income from United States sources.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Canadian Forms:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Ftax-us-forms.php#FORM-NR4\">Form NR4\u003C\u002Fa>\n\u003Cul>\u003Cli>Reports Canadian tax withheld from Canadian dividends paid to your account. If you are an US person, these payments and tax withheld are also included in your 1099.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-T5008\">Form T5008\u003C\u002Fa>\n\u003Cul>\u003Cli>Form T5008, Statement of Securities Transactions, reports the proceeds of all dispositions or settlements during the year. A separate T5008 will be provided for each transaction involving stocks, options or futures. You may review this information also available on your Annual or Monthly Statement.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-T5\">Form T5\u003C\u002Fa>\n\u003Cul>\u003Cli>Form T5, Statement of Investment Income, reports investment income (dividends or interest) paid to your account during the year. Québec residents also receive a Relevé 3, described below.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-T3\">Form T3\u003C\u002Fa>\n\u003Cul>\u003Cli>Statement of Trust Income Allocations and Designations, reports distributions of trust unit income, capital gains or return of capital (ROC) from Canadian Unit Trusts during the year.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Quebec Forms:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-RELEVE-18\">Relevé 18\u003C\u002Fa>\n\u003Cul>\u003Cli>Form RL-18, Securities Transactions, is equivalent to the T5008 and reports the same information to the Québec Ministry of Revenue.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-RELEVE-3\">Relevé 3\u003C\u002Fa>\n\u003Cul>\u003Cli>Form RL-3, Investment Income, is equivalent to Form T5 described above and reports the same information to the Quebec Ministry of Revenue.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-RELEVE-15\">Relevé 15\u003C\u002Fa>\n\u003Cul>\u003Cli>Amounts allocated to the Members of a Partnership, reports income, losses and other amounts allocated from a partnership. A separate RL-15 must be filed for each partner and contain all information requested.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1554&p=ca1#FORM-RELEVE-16\">Relevé 16\u003C\u002Fa>\n\u003Cul>\u003Cli>Form RL-16, Trust Income, is equivalent to the T3 described above and reports distributions of unit trust income, capital gains and eligible dividends to the Québec Ministry of Revenue.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>",[1204,1210,1212],{"id":540,"title":541,"feedback_context":1205},{"request_context":1206,"type":1207,"id":540,"faq_id":540,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:Jibotsrv4-622efb7c-7c2c-44b4-8b6a-187237604929","FAQ_NAVIGATION",1794538114368,"f0c48ec5-7c22-4dd9-8659-921057851624",{"id":593,"title":594,"feedback_context":1211},{"request_context":1206,"type":1207,"id":593,"faq_id":593,"timestamp":1208,"cir_id":1209},{"id":609,"title":610,"feedback_context":1213},{"request_context":1206,"type":1207,"id":609,"faq_id":609,"timestamp":1208,"cir_id":1209},"\u003Cp>Click on the form for further details:\u003C\u002Fp>\u003Cp>US Forms:…\u003C\u002Fp>",[1216,1229,1238,1246],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"28216508","Where can I see tax paid on dividends for prior year?",{"request_context":1206,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1209},"FAQ_SIMILAR",1794538114395,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_TAX_FORMS\">VIEW TAX FORMS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR provides a Dividend Report annually. This is available through \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_TAX_FORMS\">Client Portal by selecting \u003C\u002Fa>\u003Cstrong>Performance & Reports\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=28216508","FAQ","see-tax-paid-dividends-prior-28216508",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1234,"source":1235,"slug":1237},"1169378667","Non-US persons and entities: What statements do we offer at the end of the year?",{"request_context":1206,"type":1220,"id":1230,"faq_id":1230,"timestamp":1233,"cir_id":1209},1794538114396,"\u003Cp>For all clients we provide an Annual Statement and a Dividend Report. Your Annual Statement shows trade detail for your account gain and loss on a First In, First Out (FIFO) matching basis or the specific method of tax accounting selected for your account. Your Dividend Report shows account detail for all dividends, and payments in lieu of dividends, as well as withholding on these amounts…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1236,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1169378667","non-us-persons-entities-statements-1169378667",{"id":1239,"title":1240,"feedback_context":1241,"short_description":1242,"source":1243,"slug":1245},"1146103709","Worksheet for Form 8949 - TurboTax FAQs",{"request_context":1206,"type":1220,"id":1239,"faq_id":1239,"timestamp":1233,"cir_id":1209},"\u003Cp>\u003Cstrong>Which IBKR tax reports may be imported into TurboTax?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The only tax report for which IB supports import to TurboTax is the Worksheet for Form 8949. This IRS form is used by U.S. persons to report the sales of securities. It also serves to reconcile balances reported on Form 1099-B and provides summary computations for Schedule D…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1244,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1146103709","worksheet-form-8949-turbotax-faqs-1146103709",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251,"slug":1253},"35791128","What is a Consolidated 1099?",{"request_context":1206,"type":1220,"id":1247,"faq_id":1247,"timestamp":1233,"cir_id":1209},"\u003Cp>A consolidated 1099 is a grouping together into one statement of all the 1099 tax information for your account provided by Interactive Brokers to be used in preparation of your annual tax return. This information is also provided to the IRS. Click on a form below for further details:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1252,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=35791128","consolidated-1099-35791128",{"request_context":1206,"type":1255,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT","other-ib-tax-reports-besides-35792647"]