Our Tax Reporting web pages include a wealth of important tax-related information, including:
Manage your stock, option, bond and warrant gains and losses for tax purposes with Tax Optimizer:
Review your foreign exchange income and loss on our Forex Income Worksheet:
Log in to Portal to access important annual tax forms:
IBKR Campus provides several free resources to help you understand and prepare your tax reporting.
Clients of IBLLC can donate directly to qualified charities directly from their brokerage and retirement accounts.