IRA Activity
Instructions
The IRA Activity screen lets IRA account holders view their IRA contributions and distributions for each tax year going back to 2016. For each tax year, you can view all individual contributions and distributions by clicking the View button in the History column.
View Your IRA Activity
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Tax > IRA Activity.
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The IRA Activity screen opens.
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For each tax year going back to 2016, contribution activity shows the contribution limit and year-to-date total contribution.
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For each tax year going back to 2016, distribution activity shows the required minimum distribution and year-to-date total distributions.
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For each tax year, view all individual contributions and distributions by clicking the View button in the History column.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus