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Titlesort icon Type KB-ID
Tax Reporting: Form 5498 Article KB888
Tax Reporting: Gross Proceeds and Commissions on Form 1099 and 8949 worksheet 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: Noncovered Securities and 1099B Article KB1905
Tax Reporting: Original Issue Discount (OID) Article KB901
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
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 unds 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 IB 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 Account Management Article KB863
Tax Reporting: When a foreign security is sold, how does IB 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