Do you provide tax advice?

IBKR does not offer trading advice, investment guidance or tax advice. We operate as a discount broker and all client orders are self-directed by either the client, or their Financial Advisor if they have opened an account with an independent advisor and provide discretionary trading authority via the Customer Agreement…

There is no impact to tax reporting with the change to T+1…

TWS does not offer a setting to display tax lots.  To review tax lots you can open the Tax Optimizer or review the "Tax Lot Holding Period Change" Report…

IBKR will report the information located in the following tax forms to the Canada Revenue Agency (CRA) and the Quebec Ministry of Revenue:

• Form T5008
• Form T5…