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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: