Tax Information and Reporting
Forms and reports will be available by the end of the day of the date listed.
Form/Worksheet | Available | Reported To | Received By |
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1099-R | January 31, 2023 | Internal Revenue Service |
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Consolidated Form 1099 (includes forms 1099-INT, 1099-OID, 1099-DIV, 1099-B, 1099-MISC, 1099-NEC) |
February 15, 2023 | Internal Revenue Service |
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Worksheet for Form 8949 | February 15, 2023 |
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Gain/Loss Worksheet for 1256 Contracts | February 15, 2023 |
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WHFIT Tax Information Statement | March 15, 2023 |
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Form 2439 (for calendar year RICs) | March 1, 2023 | Internal Revenue Service |
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Form 5498 | May 31, 2023 | Internal Revenue Service |
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Form/Worksheet | Available | Reported To | Received By |
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Form 1042-S | March 15, 2023 | Internal Revenue Service |
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Form/Worksheet | Available | Reported To | Received By |
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T5 | February 28, 2023 | Canada Revenue Agency |
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T5008 | February 28, 2023 | Canada Revenue Agency |
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T3 | March 31, 20231 | Canada Revenue Agency |
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T4RSP | February 28, 20231 | Canada Revenue Agency |
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T5013 | March 31, 20231 | Canada Revenue Agency |
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Form/Worksheet | Available | Reported To | Received By |
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Relevé 2 | February 28, 2023 | Revenu Québec |
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Relevé 3 | February 28, 2023 | Revenu Québec |
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Relevé 18 | February 28, 2023 | Revenu Québec |
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Relevé 15 | March 31, 20231 | Revenu Québec |
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Relevé 16 | March 31, 20231 | Revenu Québec |
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Form/Worksheet | Available | Reported To | Received By |
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NR4 | March 31, 20231 | Canada Revenue Agency |
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Form/Worksheet | Available | Reported To | Received By |
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Annual Statement | January 31, 2023 |
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Dividend Report | February 15, 2023 |
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Forex Income Worksheet | February 28, 2023 |
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Pursuant to the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. You should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.