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Tax: Dividends and Distributions: How qualified and nonqualified dividends are reported on your Form 1099 |
Article |
KB908 |
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Tax: Dividends and Distributions: Tax Treatment of Money Market Dividends |
Article |
KB909 |
|
Tax: Dividends and Distributions: How do these dates apply to mutual fund distributions? |
Article |
KB911 |
|
Tax: Dividends and Distributions: Why is there a difference between my activity statements and what is reported to the IRS on Form 1099? |
Article |
KB912 |
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Tax: Dividends and Distributions: Dividend Reclassification |
Article |
KB913 |
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Tax: Dividends report:annual dividend statement |
Article |
KB914 |
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Tax: Dividends and Distributions: Reporting Long-Term Capital Gains Distributions from Mutual and Exchange Traded Funds (ETFs) |
Article |
KB915 |
|
Tax: Dividends and Distributions: Payments in Lieu of Dividends |
Article |
KB917 |
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Tax Reporting: Dividends/Payments in Lieu |
Article |
KB918 |
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Tax Reporting: Return of Capital (ROC) |
Article |
KB919 |
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Tax Reporting: Foreign Tax Withholding |
Article |
KB920 |
|
Tax Reporting: Foreign Tax Amounts Withheld on Dividends |
Article |
KB921 |
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Dividends and Distributions: What if the mutual fund I own invested in foreign securities? |
Article |
KB922 |
|
Dividends and Distributions: If I own foreign securities in my IRA and there is foreign tax withheld, may I claim a foreign tax credit? |
Article |
KB923 |
|
Tax Reporting: Capital Gains and Losses |
Article |
KB924 |
|
Capital Gains and Losses: The Difference Between Short-term and Long-term Capital Gains |
Article |
KB925 |
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Tax: Capital Gains and Losses: Mutual Fund Capital Gains Distributions |
Article |
KB926 |
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Tax Reporting: Single Stock Futures |
Article |
KB928 |
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Tax: Capital Gains and Losses - The Wash Sale Rule |
Article |
KB929 |
|
Tax Reporting: Schedule K-1 |
Article |
KB930 |
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Tax: Capital Gains and Losses: K-1 Information on Form 1099 |
Article |
KB931 |
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Non-US Persons and Entities: How do I determine whether for tax purposes I am a nonresident alien? |
Article |
KB932 |
|
Tax: Non-US Persons and Entities: Forms W-8 and 1099 |
Article |
KB933 |
|
Non-US Persons and Entities: If I do not complete a Form W-8, what will happen? |
Article |
KB934 |
|
Non-US Persons and Entities: If I am a non-US person, may I complete a Form W-9? |
Article |
KB935 |
|
Non-US Persons and Entities: Can I change the residency information on my account? |
Article |
KB936 |
|
Non-US Persons and Entities: What is meant by US source income? |
Article |
KB937 |
|
Tax: Non-US Persons and Entities: US Withholding Tax on Dividends and Substitute Payments in Lieu |
Article |
KB938 |
|
Tax: Non-US Persons and Entities: Where IBKR Sends Tax Withheld |
Article |
KB939 |
|
Tax: Non-US Persons and Entities: How to Access Tax Forms |
Article |
KB940 |
|
Tax: Non-US Persons and Entities: Form 1042-S |
Article |
KB941 |
|
Tax: Non-US Persons and Entities: Availability of Form 1042-S |
Article |
KB942 |
|
Tax: Non-US Persons and Entities: What to do if your Form 1042-S is not posted in Client Portal |
Article |
KB943 |
|
Tax: Non-US Persons and Entities: My Form 1042-S is Incorrect |
Article |
KB944 |
|
Tax: Non-US Persons and Entities: Amended Form 1042-S |
Article |
KB945 |
|
Tax: Non-US Persons and Entities: Refunds of Tax Withheld |
Article |
KB946 |
|
Non-US Persons and Entities: If a new tax treaty is approved, when will IBKR apply revised treaty rates to my securities transactions? |
Article |
KB947 |
|
Non-US Persons and Entities: What statements does IBKR offer at the end of the year? |
Article |
KB948 |
|
Tax Reporting: Canadian Tax Forms |
Article |
KB949 |
|
Tax: Canadian Persons and Entities: Receiving Tax Forms |
Article |
KB950 |
|
Tax: Canadian Persons and Entities: Interest Expense |
Article |
KB952 |
|
Tax: UK Persons and Entities: Capital Gains and the W-8 Form |
Article |
KB953 |
|
UK Persons and Entities: How to Retain a Copy of Your Form W-8 |
Article |
KB954 |
|
How can I check the status of funding transactions? |
Article |
KB955 |
|
Tax: UK Persons and Entities: UK Residents IB Accounts |
Article |
KB956 |
|
Tax: UK Persons and Entities: How do I access my tax forms? |
Article |
KB957 |
|
Tax: UK Persons and Entities: What happens if I move from the UK to another country? |
Article |
KB959 |
|
UK Persons and Entities: Considering Forex (spot) trading is not regulated do I have to pay capital gains tax? |
Article |
KB960 |
|
Tax Reporting: Can I specify cost basis for positions transferred to my IB account? |
Article |
KB961 |
|
Tax Reporting: Availability of 1099 Forms |
Article |
KB962 |
