What tax data does IBKR's W9 collect for a Regulated Retirement Trust?

Open trust account Although we do not offer a 401(k) account application, we offer an alternative through the Trust application. By selecting Regulated Retirement Trust for the type of trust on the application, the 1099 form will be suppressed…

A Traditional IRA (Individual Retirement Account) is a self-sponsored retirement savings plan. Contributions to an IRA may or may not be tax-deductible depending on your adjusted gross income. Consult your tax advisor to answer questions about your eligibility for tax deductions…

For non-registered financial advisor clients based in the US, IBKR offers Employee Retirement Income Security Act (ERISA) retirement plans (complex trusts) without IB-1099 reporting.

IBKR does not determine ERISA eligibility or qualification…

A third-party plan administrator (TPA) handles tax reporting in a Regulated Retirement Trust…