Tax Lot Holding Period Change
Instructions
Use this report is to determine when your short term lot positions become long term.
- Click Performance & Reports > Other Reports.
Alternatively, click Menu in the top left corner > Reporting > Tax Lot Holding Period Change.
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose account alias you want to change.
The Other Reports screen opens.
- Select the blue Run arrow icon to the right of Tax Lot Holding Period Change.
- Select the number of Days, report Format and Language.
- Click Run. Click Cancel to return to the Other Reports screen.
Additional Resources
Learn About Reporting in Client Portal at IBKR Campus
Learn About Reporting in Advisor Portal at IBKR Campus
Learn About Reporting in Broker Portal at IBKR Campus
Visit the IBKR Client Portal Website
Visit the IBKR Advisor Portal Website
Visit the IBKR Broker Portal Website