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:

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