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: