Tax Documents
Instructions
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Click Performance & Reports followed by Tax Documents.
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Alternatively, click Menu in the top left corner > Reporting > Tax Documents
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The Tax Reporting page gives you access to the following tax-related reporting functions:
- Tax Forms - View and download annual tax forms for the last five years.
- Tax Optimizer - Change tax-lot-matching methods and see the impact of those changes on your profit and loss.
Cost Basis:
- Position Transfer Basis - Specify cost basis for positions transferred into your account using ACATS, ATON or FOP position transfer methods.
- Forex Cost Basis - Update cost basis for your Forex balances as of December 31, 2009.
- 1099 Reporting - Information
The information in this material is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus
Visit the IBKR Advisor Portal Website