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Tax Information and Reporting

Overview


This set of tabs provides clients with the following information:

  • How to determine your country of residence for tax purposes.
  • A list of reports and dates for the current tax year.
  • Tax information for US persons and entities.
  • Tax information for Canadian persons and entities.
  • Tax information for non-US persons and entities
  • Description and example of a wash sale.
  • Information about the Forex income worksheet.
  • A list of common tax FAQs.


Where to access your Forms and Reports

To access and print your Forms and Reports, log in to Account Management or Client Portal with your IBKR username and password, and then click  Reports > Tax > Tax Forms.


Note:

IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy click here.

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, click here.