Tax Information and Reporting - Overview

Tax InformationTax Information

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.

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".

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.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

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, see our exchange listings.