Tax Information and Reporting - Year-End Reports | Interactive Brokers LLC

Tax InformationTax Information

TAX INFORMATION AND REPORTING

Canada Persons & Entities

Initial Application & Data Collection Year-End Tax Forms Year-End Reports

Year-End Reports


Your Annual Statement and other reports are available to view and print by logging in to Account Management and clicking Reports > Activity or Reports > Tax > Tax Forms.



Annual Statement

The Annual Statement shows trade detail for account gain and loss for stocks, options, bonds, single stock futures, futures and futures options on a First In, First Out (FIFO) matching basis or the specific method of tax accounting selected for your account, or as selected using IB Tax Optimizer.



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:

Log In

Note:

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in these FAQs were not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport