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Titlesort icon Type KB-ID
Tax Reporting: Schedule K-1 Article KB930
Tax Reporting: Securities Sale Transactions that Occur in December but Settle in January Article KB878
Tax Reporting: Short-term Capital Gains Article KB1915
Tax Reporting: Single Stock Futures Article KB928
Tax Reporting: State Withholding on IRA Conversions Article KB1370
Tax Reporting: Tax Consequences of a Wash Sale Article KB1917
Tax Reporting: Tax-exempt Interest Dividends from Mutual Funds Article KB902
Tax Reporting: The purpose of the Forms 1099 Article KB1911
Tax Reporting: Types of Forms 1099 Article KB855
Tax Reporting: U.S. Government Interest on Form 1099-INT Article KB1910
Tax Reporting: Unable to Log into Account Management to get 1099s Article KB1925
Tax Reporting: Understanding Ordinary Dividends Article KB1929
Tax Reporting: Understanding Qualified Dividends Article KB1930
Tax Reporting: Understanding The Codes in Column B of the Form 8949 Worksheet Article KB1924
Tax Reporting: Unrealized Capital Gains Distributions from Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs) Article KB1931
Tax Reporting: What is the difference between FIFO and LIFO cost basis methods? Article KB872
Tax Reporting: What is the difference between realized and unrealized profit and loss? Article KB866
Tax Reporting: What other statements does IBKR offer at the end of the year? Article KB871
Tax Reporting: What should I do if I receive an amended Form 1099? Article KB865
Tax Reporting: What to do if you believe information on Form 1099 is incorrect Article KB864
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: When a foreign security is sold, how does IBKR apply a currency exchange rate? Article KB879
Tax Reporting: When are 1099s and other tax forms issued? Article KB2225
Tax Reporting: When to expect Forms 1099-R and 5498 Article KB1402
Tax Reporting: Where can I access account details associated with my transaction gains and losses? Article KB869
Tax Reporting: Where Tax Withheld is Sent Article KB1919
Tax Reporting: Withholding on IRA Distributions in Connection with Rollover Article KB1927
Tax Treaty Benefits Article KB1164
Tax: Canadian Persons and Entities: First In, First Out (FIFO) and Mark-to-Market (MTM) Profit/Loss Figures on Statements Article KB1935
Tax: Canadian Persons and Entities: Form T5008 Article KB1934
Tax: Canadian Persons and Entities: Interest Expense Article KB952
Tax: Canadian Persons and Entities: Receiving Tax Forms Article KB950
Tax: Canadian Persons and Entities: Tax Form Availability Article KB1933
Tax: Capital Gains and Losses - The Wash Sale Rule Article KB929
Tax: Capital Gains and Losses: K-1 Information on Form 1099 Article KB931
Tax: Capital Gains and Losses: Mutual Fund Capital Gains Distributions Article KB926
Tax: Dividends and Distributions: Dividend Reclassification Article KB913
Tax: Dividends and Distributions: How do these dates apply to mutual fund distributions? Article KB911
Tax: Dividends and Distributions: How qualified and nonqualified dividends are reported on your Form 1099 Article KB908
Tax: Dividends and Distributions: Payments in Lieu of Dividends Article KB917
Tax: Dividends and Distributions: Reporting Long-Term Capital Gains Distributions from Mutual and Exchange Traded Funds (ETFs) Article KB915
Tax: Dividends and Distributions: Tax Treatment of Money Market Dividends Article KB909
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
Tax: Dividends report:annual dividend statement Article KB914
Tax: Interest Income Article KB893
Tax: Interest Income: US Government Obligations Article KB897
Tax: Interest Income: Accrued Interest Article KB898
Tax: Interest Income: Original Issue Discount Article KB900
Tax: Interest Income: US Government Obligation Interest Article KB895
Tax: Non-US Persons and Entities: Amended Form 1042-S Article KB945