Tax Information and Reporting - Overview
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 Portal with your IBKR username and password:
Notes:
- Interactive Brokers does not provide tax advice, does not make representations regarding the particular tax consequences of any investments, and cannot assist clients with tax filings. Investors should consult with their tax professional about the tax implications of any investment. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.