Tax Information and Reporting

Year-end Reports


Your Annual Statement and other reports are available to view and print by logging in to Account Management and clicking Reports > Activity or Reports > Tax > Tax Forms.



Annual Statement

The Annual Statement shows trade detail for account gain and loss for stocks, options, bonds, single stock futures, futures and futures options on a First In, First Out (FIFO) matching basis or the specific method of tax accounting selected for your account, or as selected using IB Tax Optimizer.



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.



Where to access your Statements and Reports

To view your Annual Statement and Dividend Report, login to Account Management with your IB username and password, and then click Reports > Activity or Reports > Tax > Tax Forms.


Note:

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in these FAQs were not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.