Tax Information and Reporting - Overview

Tax InformationTax Information

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:

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.