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Title Type KB-IDsort icon
TWS Message: Order price relative to the market. Article KB838
Overview of Short Stock Buy-Ins & Close-Outs Article KB845
Dividend Considerations - US Extended Trading Session Article KB846
Technical FAQs - TWS Article KB847
Trading Access to the Indian Financial Markets for Non-Residents Article KB848
Tax Reporting: Types of Forms 1099 Article KB855
Tax Reporting: How to Access Tax Forms Article KB860
Dividend Tax Rates Article KB861
Tax Reporting: I am unable to log in to Client Portal. How do I access my forms? Article KB862
Tax Reporting: What to do if your consolidated form 1099 is not posted in the Tax Forms section of Client Portal Article KB863
Tax Reporting: What to do if you believe information on Form 1099 is incorrect Article KB864
Tax Reporting: What should I do if I receive an amended Form 1099? Article KB865
Tax Reporting: What is the difference between realized and unrealized profit and loss? Article KB866
Tax Reporting: Is there a statement that shows my realized and unrealized profit and loss? Article KB867
Tax Reporting: How Gross Proceeds Reported on 1099-B Relate to Gains or Losses Article KB868
Tax Reporting: Where can I access account details associated with my transaction gains and losses? Article KB869
Tax Reporting: Does IBKR offer a Gain/Loss Worksheet? Article KB870
Tax Reporting: What other statements does IBKR offer at the end of the year? Article KB871
Tax Reporting: What is the difference between FIFO and LIFO cost basis methods? Article KB872
Tax Reporting: How often may I change the tax basis method on my account? Article KB873
Tax Reporting: Does IBKR support Average Cost method for calculating cost basis? Article KB874
Tax Reporting: Equity and Index Options Transactions Article KB876
Tax Reporting: Are short sales included in gross proceeds on Form 1099-B? Article KB877
Tax Reporting: Securities Sale Transactions that Occur in December but Settle in January Article KB878
Tax Reporting: When a foreign security is sold, how does IBKR apply a currency exchange rate? Article KB879
Tax Reporting: Form 1099 for an Amount Received from a Deceased or Divorced Person's Account Article KB880
Tax Reporting: Form 1099 Information Article KB882
Tax reporting: Detailed Information about Forms 1099 Article KB884
Tax Reporting: Report Distribution from Retirement Plan Rolled Directly into an IRA on Form 1099-R Article KB885
Tax Reporting: Form 1099-R Reporting IRA Rollovers Article KB886
Tax Reporting: How does a trustee-to-trustee transfer differ from a rollover? Article KB887
Tax Reporting: Form 5498 Article KB888
Tax Reporting: "Taxable amount not determined" is Checked on Form 1099-R Despite a Taxable Amount Being Reported Article KB889
Tax Reporting: Income tax withholding on IRA distributions Article KB890
Tax Reporting: How to Contact the Internal Revenue Service (IRS) Article KB892
Tax: Interest Income Article KB893
Tax Reporting: Interest Income Article KB894
Tax: Interest Income: US Government Obligation Interest Article KB895
Tax Reporting: Interest from US Government Obligations Article KB896
Tax: Interest Income: US Government Obligations Article KB897
Tax: Interest Income: Accrued Interest Article KB898
Tax Reporting: Accrued Interest Paid Article KB899
Tax: Interest Income: Original Issue Discount Article KB900
Tax Reporting: Original Issue Discount (OID) Article KB901
Tax Reporting: Tax-exempt Interest Dividends from Mutual Funds Article KB902
Tax Reporting: Municipal Bond Interest Article KB903
Tax reporting: Interest from Money Market Funds Article KB904
Dividends and Distributions: Does IBKR offer an annual Dividend Statement? Article KB905
Dividends and Distributions: Why are dividends from my money market funds not reported as interest? Article KB906
Tax: Dividends and Distributions: How qualified and nonqualified dividends are reported on your Form 1099 Article KB908