- IRA: Roth Conversions
- What’s New for the 2009 Gain/Loss Summary Worksheet
- How do I convert my advisor client account to an Individual IB account?
- Year End Statement & Report Comparison
- Tax Reporting: Unrealized Capital Gains Distributions from Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs)
Cash Accounts: Does a cash account require completion of a W8 form?
If you are a non-US person or entity, Interactive Brokers is required to have a valid form W8 certifying your country of tax residence at the time of application. You may update your W8 form at any time in Account Management.