Tax applications and advisory for Interactive Brokers users
Active traders and investors have to file a tax return statement in the country of their residence. Therefore, we have prepared a tax app, including the related advisory, to provide all the necessary documents for taxing profits from investments.
How to use the tax application
Therefore, you only need to download all three mentioned reports from the “Reports” section
in your IBKR account and send them to the tax advisor.
The tax advisor will afterward fill the whole Appendix No. 2 of the tax return according to the trades executed as suggested by our tools.
If you are trading other financial instruments or using different platforms to trade, you should file a tax return for each. Unfortunately, the tax advisory service in the Premium plan does not include assistance with your other accounts or merging the information into one summary document. However, we can provide these services as a separate service.
Please be aware that we only provide the software. We always recommend asking a specialized tax advisor for help.