Cost Basis
Instructions
Cost basis is the original value of an asset and is generally used to determine the capital gain from a sale of securities. The Cost Basis panel lets you access these cost basis functions:
-
Position Transfer Cost Basis: Specify cost basis for positions transferred into your account using ACATS, ATON or FOP position transfer methods.
- Forex Cost Basis: Update cost basis for your Forex balances as of December 31, 2009.
-
1099 Reporting: Additional information on Statement and Year End Reporting for US persons and Entities.
Additional Resources
Learn About Reporting in Broker Portal at IBKR Campus
Visit the IBKR Broker Portal Website