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Titlesort icon Type KB-ID
Tax Reporting: "Taxable amount not determined" is Checked on Form 1099-R Despite a Taxable Amount Being Reported Article KB889
Tax Reporting: Form 1042-S Availability Article KB1921
Tax Reporting: How Gross Proceeds Reported on 1099-B Relate to Gains or Losses Article KB868
Tax reporting: Interest from Money Market Funds Article KB904
Tax Reporting: Return of Capital (ROC) in an Account Article KB1913
Tax Reporting: When does Principal Trust send the 1099 information to the IRS? Article KB1168
Tax Reporting: About Forms 1099 Article KB1944
Tax Reporting: Accrued Interest Paid Article KB899
Tax Reporting: Are short sales included in gross proceeds on Form 1099-B? Article KB877
Tax Reporting: Availability of 1099 Forms Article KB962
Tax Reporting: Availability of K-1s from Publicly Traded Partnerships (PTP) and Royalty Trusts Article KB1918
Tax Reporting: Bond Sale Transactions that Occur in December but Settle in January Article KB878
Tax Reporting: Can I specify cost basis for positions transferred to my IB account? Article KB961
Tax Reporting: Canadian Tax Forms Article KB949
Tax Reporting: Capital Gains and Losses Article KB924
Tax reporting: Detailed Information about Forms 1099 Article KB884
Tax Reporting: Dividends/Payments in Lieu Article KB918
Tax Reporting: Does IB offer a Gain/Loss Worksheet? Article KB870
Tax Reporting: Does IB support Average Cost method for calculating cost basis? Article KB874
Tax Reporting: Equity and Index Options Transactions Article KB876
Tax Reporting: Federal Income Tax Withholding on IRA Conversions Article KB1369
Tax Reporting: Foreign Tax Amounts Withheld on Dividends Article KB921
Tax Reporting: Foreign Tax Paid as a Foreign Tax Credit or as a Deduction Article KB1914
Tax Reporting: Foreign Tax Withholding Article KB920
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: Form 1099-DIV tax information Article KB1906
Tax Reporting: Form 1099-R Reporting IRA Rollovers Article KB886
Tax Reporting: Form 2439 Article KB1908
Tax Reporting: Form 5498 Article KB888
Tax Reporting: Gross Proceeds and Commissions on Form 1099 Article KB1926
Tax Reporting: How does a trustee-to-trustee transfer differ from a rollover? Article KB887
Tax Reporting: How often may I change the tax basis method on my account? Article KB873
Tax Reporting: How to Access Tax Forms Article KB860
Tax Reporting: How to Contact the Internal Revenue Service (IRS) Article KB892
Tax Reporting: I already filed my taxes and have received a Corrected Form 1099 Article KB1928
Tax Reporting: I am unable to log in to Account Management. How do I access my forms? Article KB862
Tax Reporting: If You Filed Taxes but Did Not Include Information Reported on Form 1099 Article KB1909
Tax Reporting: Income tax withholding on IRA distributions Article KB890
Tax Reporting: Interest from US Government Obligations Article KB896
Tax Reporting: Interest Income Article KB894
Tax Reporting: IRA Reconversion Article KB1374
Tax Reporting: Is there a statement that shows my realized and unrealized profit and loss? Article KB867
Tax Reporting: Long-Term Capital Gains Article KB1916
Tax Reporting: Municipal Bond Interest Article KB903
Tax Reporting: Original Issue Discount (OID) Article KB901
Tax Reporting: Profit or Loss Realized for Closed Contracts on Form 1099 for Noncovered Securities Article KB1905
Tax Reporting: Report Distribution from Retirement Plan Rolled Directly into an IRA on Form 1099-R Article KB885
Tax Reporting: Reporting 1099 Information to the IRS Article KB1907
Tax Reporting: Return of Capital (ROC) Article KB919