Where can I see tax paid on dividends for prior year?

Q: Where can I see tax paid on dividends for prior year?

VIEW TAX FORMS IBKR provides a Dividend Report annually. This is available through Client Portal by selecting Performance & Reports menu followed by Tax Documents under Reports . From here, select Dividend Report . The Dividend Report shows account detail for all dividends and payments in lieu of dividends as well as tax withholding on these amounts. In addition, all dividends reported are summarized by revenue type to make year-end tax reporting easier. A Dividend report is provided for all customers. Dividends will be reported in the base currency of the account. The Dividend Report is based on a calendar year. If you require information based on a fiscal year, please refer to the Fiscal Year Statement. See: How can I obtain a fiscal year statement? 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.

Question

Accepted Answer

VIEW TAX FORMS

IBKR provides a Dividend Report annually. This is available through Client Portal by selecting Performance & Reports menu followed by Tax Documents under Reports. From here, select Dividend Report.

The Dividend Report shows account detail for all dividends and payments in lieu of dividends as well as tax withholding on these amounts. In addition, all dividends reported are summarized by revenue type to make year-end tax reporting easier. A Dividend report is provided for all customers. Dividends will be reported in the base currency of the account.

The Dividend Report is based on a calendar year. If you require information based on a fiscal year, please refer to the Fiscal Year Statement. See: How can I obtain a fiscal year statement?

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.