Master Account Communication Center (MACC)

Overview

The Master Account Communication Center provides master accounts the ability to view the various correspondence sent by IB to and about your client accounts. In addition, it provides a means to generate and manage communications between you and your clients through the use of Bulletins, Emails or Message Center messages.

 

Accessing the Master Account Communication Center

To access, from the Support menu located in Account Management, select the Message Center item.

My Message Center – This section is where all communications pertaining specifically to the master account only will be managed from.
Manage Client Communications – Clicking this button will bring you to the area where all communications pertaining specifically to your client accounts will be managed from.

 

 

Sent By IB tab

This tab houses a copy of the communications which are sent to your clients by IB which were previously found in the ‘SubAct Messages’ tab in the Message Center. Communications found on this tab are copies which are sent to you as the master account, in order to ensure you are aware of messages being sent to or about your client accounts. As these messages are intended to keep you as the master informed, IB will send the message template, which often contains keywords or variables, and not the complete message content as sent to each account. Also included is a list of the recipient client accounts. Master account users can receive the full content of the messages by electing to receive a copy via email. Messages to client accounts are handled in this fashion so you are made aware of messages sent without being overwhelmed with individual copies of each message sent to every account.

 

 

Clicking a message will display the View Message window. From this window, you can elect to:

  • Email Details – This sends an email to your email address with the complete content of the message sent to or about your clients.
  • Submit Inquiry – This allows you to submit an inquiry to IB specifcially referencing the IB originated message
  • Delete – This will delete the message.

 

 

Send Message To Clients button

Click this button in order to begin composing a new message which you will be sending to your clients. Users are afforded the option of creating preformatted messages, or templates, which can be reused for sending future communications, eliminating the need for master users to reconstruct messages they may need to send multiple times.

Once clicked, the Message Editor window will appear and is where master users will create their
communications.

Step 1: Compose Message – To begin the process, select whether you’d like to use an existing template, create a new template or send a one time message.

Step 2: Select Delivery Method – Determine the Select the communication channel by which your client will receive the message; Message Center – delivers your message to your client’s Message Center; Email ‐ delivers your message to the email address of record for your client;TWS Bulletin ‐ delivers your message as a bulletin to the TWS if your client has access.

Step 3: Select Accounts – Here you will select the recipients of the message. Click the Manage Recipients button to see a list of all of your client accounts.



The Manage Recipients window provides you with a list of all open client accounts, complete with account numbers and account titles. The filter bar allows you to input text for quickly locating accounts.

Select the account(s) you wish to communicate with by checking the box next to the account number. After the accounts have been selected, click the ‘Done, back to message’ button at the bottom of the page. This will bring you back to the Message Editor window which will populate the recipients based on your selections.

Step 4: Message – Here you compose your message.

  1. ReplyTo ‐ This area allows you to select the email address which recipients of your message can reply to. The selection is limited to those email addresses which are associated with users on your master account.
  2. Subject – Enter the subject of your communication.
  3. Show White Branded Banner and Footer ‐ This selection allows the message to be sent with a banner. If you have whitebranding set up, your banner will be displayed. 
  4. Content ‐ This is the body of the message being sent.
  5. Message Signature – Allows you select from a list of active users on your master account.
  6. Function Buttons

a. Help – Provides users a brief explanation for sending messages.
b. Cancel – Returns the user to the previous screen.
c. Preview to Send – Click to send your message. Prior to sending your message, you are provided an opportunity to preview your message and make adjustments if needed.

 

Preview to Send button

Once you have composed your message and are ready to send, click the Preview to Send button on the Message Editor page. This will show you a preview of the composed message prior to sending to your clients.

 

Sent By Me tab

The Sent By Me tab displays messages which you have previously sent to your clients and the information related to those messages, including the date and time the message was sent, the number of recipients, the delivery status and the communication channel. Clicking a message will display the message status for each individual recipient and give users the opportunity to view the specific message as sent to customers as well as the ability to resend the message to all.

 

Manage Templates tab

The Manage Templates tab will display all message templates which you have created and saved allowing quick access to send preformatted communications to your clients. To use one of the templates, after selecting, press the Send New Message button at the bottom of the page. This will load your template into the Send New Message window.

  • View Template – This allows you view any previously created message template in all communication methods.
  • Edit Template – This allows you edit any previously created message template.
  • Create New Template – Select this option to create a new message which once saved, can be reused when you are sending communications to your clients.

 

Message Staging

As Interactive is a highly automated firm, we have a number of processes which generate and send communications to clients about various topics. In order to provide master accounts with greater control over the number and types of messages which their clients receive, and in some instances the content, we have developed ‘message staging’ or delayed message delivery. This feature will delay the delivery of a message until either you make a decision as to the action which should be taken with a message or if no decision is made, the delivery time has been reached.

 
Enable Staging

Master accounts who wish to take advantage of message staging will need to enable the functionality.  By default, message staging is not enabled.  Enabling is done by clicking the Enable Staging button located in the client communication area of the Message Center.

Please note, making this election can temporarily increase the number of message which you as the master account receive until an election is made by you to determine how future instances of messages will be handled.  Should you wish to cease participation, you may change your election on the 'To Be Sent By IB' tab which will appear once enabled.

 

Notification

When a new message has been sent by IB which has been tagged for your review, a notification will be sent to your Message Center and via email. These notices also specify the delivery date and time at which a message will be delivered to your client if no action has been taken.

 
 
Access

To access staged messaged, you can either click the Manage Staging button or select the To Be Sent By IB tab. This view displays the following information pertaining to the pending message:

  • Date/Time – Displays when IB sent the message.
  • Delivery Date ‐ Displays when the message will be delivered to your client if no action is taken by the master account.
  • Subject – Displays the subject of the message.
  • #Recipients – Displays the number of client accounts who will receive the message.
  • Message Status – Displays the current status of the message.
  • Channel – Displays the communication methods by which a message will be delivered (W = Message Center, E = Email, B = TWS Bulletin)

 

Review

On the To Be Sent By IB tab, click on a message in order to review the content, a list of recipients and the delivery status. The resulting screen will display a preview of the message as it will appear to your client depending upon the communication method(s) selected. The buttons available here will perform the following actions:

  • View Recipients – This will display a list of all recipients for a particular message. This view also affords the ability to select a specific account to view the exact message content which will be sent to the client(s).

  • Send As Is – This will send the message to your client(s) as it exists.
  • Reject Message – This will allow you to prevent the message from being delivered to your client(s). You are afforded the option to either Always Reject which will prevent all further message of this type from being delivered or to Reject Once which will only prevent the delivery of this specific message but allow to make the decision again in the future.

  • Close Preview – This will close the preview window and return you to the Message Center.


 

 

 

 

 

 

Frequently Asked Questions (FAQs)

What is MACC?
The Master Account Communication Center provides master accounts the ability to view the various correspondence sent by IB to and about your client accounts. In addition, it provides a means to generate and manage communications between you and your clients through the use of Bulletins, Emails or Message Center messages.

What is Message Staging?
When enabled, message staging allows master accounts the opportunity to make delivery determinations for certain messages which IB sends to your client accounts.  These decisions once made are saved and will dictate how certain messages are handled for you accounts in the future.

When will my Message Staging election become effective?
Your staging election will become effective with the next server restart.  These typically take place overnight.

What happens to staged messages which I have not made a decision on if I opt out?
Any pending message will remain in a ‘pending decision’ status until the staging period expires at which point it will automatically be delivered.

If I elect to opt out of Message Staging, what will happen to the decisions which I previously made on messages?
In this case, your elections will no longer apply to the messages being delivered however those elections will remain saved should you decide to participate again at a later date.

Account Management using Safari browser

Most recent versions of web browsers contain a feature which prompts users to save their user name and password when logging into various sites on the Internet.  While convenient in practice, this feature introduces a significant security risk in that it allows anyone with access to the computer to log into those sites where the password has been saved.  As a result, many sites that deal with highly sensitive information, including IB's Account Management, have controls which do not allow this feature to be utilized. While most browsers such as Mozilla Firefox, Internet Explorer and Google Chrome allow for such controls, others such as Apple's Safari do not.   As a result, Safari users who attempt to use the password save feature may experience log in failures on future log in attempts.

Should this occur, you will need to remove the saved log in credentials through the following steps:

 
1) When Safari is in the foreground click on the menu Safari --> Preferences
2) Click on the icon AutoFill on the toolbar
3) Click on the button “Edit..." close to User names and password


4) Locate the line related to the Account Management web site and select it
5) Click on the button “Remove
6) They have then to close and reopen Safari and they should be now able to log in . Upon log in they will be prompted whether to save user/pass again for the website. They would need to answer "Not now" or even better “Never for this website”.

 

Financial Advisor How To: Linking Related Client Accounts

概観: 

Account linkage provides account holders who maintain multiple accounts under a single advisor, the ability to group the accounts together under a single user name. The benefits of account linking include the following:

  • The ability to log into all accounts via a single user name and password;
  • Account accessed using a common security device;
  • Activity fee minimums, when applicable, are determined based on commissions consolidated across the linked accounts;
  • Consolidated reporting of accounts.

While linking may be performed by the client, this article outlines the steps by which an advisor may link accounts on behalf of the client

Steps:

1. Linkage begins by logging into Account Management at the master account level and selecting the Manage Clients, Accounts and then Link Client Accounts menu options.

 

 2. You will then be provided with a drop down list of client which are eligible to be linked. While multiple clients may be linked in a given session, the linkage steps must be completed for a given client before proceeding to another.

 

 

3. After selecting the client to be linked, a list of all of the client's accounts that are eligible to be linked will be presented.  Here, you will be prompted to specify which of the user names is to be retained for future account access. Once the linkage process has been completed, all other user names will be deactivated.

 

4. Next you will be presented with the Account Information page where confirmation of the client's personal information will be performed. In the event the client maintains information which differs among accounts (e.g., residential address), you will be prompted to select that which is accurate and is to be retained following completion of linkage.

 

5. Next, select any or all of the standing banking instructions which will be retained.

 

6. Confirmation of the linkage request is then provided.

 

IMPORTANT NOTES:

  • You must select the client account with the highest level security device.
  • Once the accounts are linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The surviving username and password associated with the account will function for all linked accounts.
  • Interactive Brokers will link these accounts on Fridays.
  • Once the accounts are linked, the security devices for the accounts to be linked with this account will no longer function and the device associated with this account will function for all linked accounts. As for those devices which will no longer function, any of which are Gold, Platinum or Alpine will need to be returned in order to avoid a lost device charge. Non-functioning Security Code Cards may be discarded.

Welcome to Interactive Brokers

概観: 

Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

 

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

 

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

 

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

 

Cómo obtener su tarjeta de códigos de seguridad online

Antecedentes:

La tarjeta de códigos de seguridad online sirve como un dispositivo temporal, disponible para usuarios que todavía no tienen su dispositivo permanente y se les ha proporcionado un código temporal para acceder a su cuenta. Una vez que disponga de un código temporal , se le recomienda encarecidamente acceder al menú de gestión de cuenta y elegir la tarjeta de códigos de seguridad online, con la que obtendrá los beneficios siguientes:

- Mejora la protección en Internet contra hackers al asignar codigos aleatorios al acceder a su cuenta;

- Proporciona más tiempo (21 días frente a los 2 del código temporal) para asegurar la recepción y reactivar el dispositivo permanente, después de lo cual, puede ser descartada;

- Permite reembolsos y cambios de información sin las restricciones que tiene un usuario de un código temporal;

- Puede obtenerse e imprimirse directamente desde el menú de gestión de cuenta y permite la reactivación del dispositivo permanente sin tener que contactar el servicio de atención al cliente.

 

Los pasos para obtener la tarjeta desde el menú de gestión de cuenta son:

(Si la versión de su menú de la Gestión de Cuenta tiene los menús en la parte superior):

1. Seleccione el menú Gestionar cuenta > Seguridad luego Sistema de ingreso seguro (en la versión Inglesa de la Gestión de cuenta: Manage Account> Security y luego Secure Login System)

 

2. Seleccione: Sí, quiero participar en el Sistema de ingreso seguro (en Inglés:Yes, I want to participate in the Secure Login System) y después, Continuar (Continue)

 

3. Le aparecerá una imagen de la tarjeta de códigos de seguridad online. Haga click Imprimir (Print)  (o haga click con el botón derecho para salvar la imagen en el Escritorio).

 

4. Haga click en Confirmar (Confirm), le aparecerá en la pantalla dos números.

 

5. Busque en la tarjeta los números proporcionados en la pantalla, y escríba en la casilla correspondiente los códigos de tres dígitos alfa numérico que le corresponden (a la derecha). Repíta el proceso para el segundo número sin dejar espacios entre medias.

 

6. Haga click en Enviar (Submit)

 

7. Una vez que ha activado la tarjeta, se le proporcionará su fecha de expiración así como un menú con opciones adicionales.

 

Pulse KB1042 para ver un vídeo con instrucciones de cómo acceder con la tarjeta de códigos de seguridad.

Pulse KB1942 para instrucciones de cómo reactivar su dispositivo de seguridad permanente.

Pulse KB1943 para instrucciones de cómo solicitar un reemplazo para su dispositivo de seguridad

 

(Si la versión de su menú de gestión de cuenta tiene los menús en la parte izquierda de la pantalla)

1. Seleccione User management y luego Secure Login System

2. Seleccione: Yes, I want to participate in the Secure Login System (en traducción española: Sí, quiero participar en el Sistema de ingreso seguro)

3. Le aparecerá una imagen de la tarjeta de códigos de seguridad online. Haga click en Print  (o haga click con el botón derecho para salvar la imagen en el Escritorio).

4. Haga click en Confirm, le aparecerá en la pantalla dos números.

5. Busque en la tarjeta los números proporcionados en la pantalla, y escríba en la casilla correspondiente los códigos de tres dígitos alfa numérico que le corresponden (a la derecha). Repíta el proceso para el segundo número sin dejar espacios entre medias.

6. Haga click Submit

7. Una vez que ha activado la tarjeta, se le proporcionará su fecha de expiración así como un menú con opciones adicionales.

如何用电汇的方式存款

如何用电汇的方式存款

(How to deposit funds via a wire transfer)

Steps for Importing Worksheet for Form 8949 to TurboTax

概観: 

As a matter of operational convenience and to assist with the preparation of IRS Form 8949 (Sales and Other Dispositions of Capital Assets) IB Prepares a Form 8949 worksheet in each of a PDF, CSV and TXF format on an annual basis. The TXF format allows you to import the information into Turbo Tax Standalone(CD/Download Version) but not the online version. Please click here for to visit our Turbo Tax FAQ's. 

How to Import Form 8949 into TurboTax

1. Log into Account Management by going to https://www.interactivebrokers.com and select Login and then Account Management from the upper right hand section and enter username/password to log in.
 

2. Navigate to Reports, Tax and then select Tax Forms

3. Under Worksheet for Form 8949 section, select TurboTax TXF from the drop down menu and select View Report

4. A save dialog box will appear. Please select Save File and then OK.

5. Another dialog box will appear.  Please select Desktop on the left and then Save.  This will save your downloaded file to your desktop

6. Now that the file is downloaded please follow the directions below in Section C to import into TurboTax

Section B (Vertical menu on the left)

1. Log into Account Management by going to www.interactivebrokers.com and select Login and then Account Management from the upper right hand section and enter username/password to log in.

2. On the left please select Report Management and then Tax Forms

3. On the right under Worksheet for Form 8949 section, select TurboTax TXF from the drop down menu and select View Report

4. A save dialog box will appear. Please select Save File and then OK

5. Another dialog box will appear. Please select Desktop on the left and then Save.  This will save your download file to your desktop

6. Now that the file is downloaded please follow the directions below in Section C to import TurboTax

Section C (Importing downloaded file into TurboTax)

1. Open TurboTax and navigate to File and select “From Accounting Software” under the Import option.

2. A new window will appear with a few options. Please select Other Financial Software (TXF file) and then Continue

3. On the next screen select Browse Files

4. A new window will appear. Please select Desktop on the left and then select the file you just saved on your desktop and then select Open.

5. A new window will appear with the name of the file. Select Import Now

6. On the next page you will see 1099-B (133). Make sure the box next to it is checked and then select Import Now

7. On the last page select Done and all your transactions will now be imported into TurboTax. If you need any additional help navigating TurboTax please contact them directly at http://turbotax.intuit.com/

IRA: Retirement Account Resource Center

IMPORTANT NOTE: This article has been customized for use by self-directed Individual Retirement Account (IRA) owners for information purposes only.  Persons are encouraged to consult a qualified tax professional with the investments and elections within the IRA.   IB does not provide tax advice.  For detailed information regarding IRAs, you may consult the IRS Publication 590.

Through Delaware Charter and Trust Company, doing business as Principal Trust Company, Interactive Brokers offers a variety of Individual Retirement Accounts (IRAs).  This resource center provides a central navigation into the resources, procedures and Account Management navigation of the retirement accounts below. 

Important IRA dates to consider are listed below.

Important Notice - Select 2012 Tax Reporting for key information with 2012 transactions and tax reporting in your IRA.

 

Account Management IRA Reference

Account Management IRA Tab

Beneficiary Options

Charitable Distributions

Conversions to a Roth IRA

Direct Rollovers - How & When

Frequently Asked Questions

Recharacterizations from a Roth IRA

Required Minimum Distributions

Rollover Rules & Conditions

Understanding Tax Forms

 

 

Important Dates To Consider   

Please check the calendar often.  Some dates subject to change.

Jan. 31:  RMD Notice - Required Minimum Distribution notices sent to account holders age 70 1/2 by December 31.   

                Tax Form 1099-R - IB posts the tax forms which confirm prior year distributions.

                2012 Charitable Distribution - Last date for eligible distributions to to be recharacterized as made on December 31, 2012.  Also, the final date to transfer December 2012 distributions to a qualified charity as a qualified charitable distribution.

Apr. 15:  Excess Contributions - IRS Deadline to withdraw excess IRA contributions for the prevous tax year.

                IRA Open/Funding - Deadline to establish and fund an IRAs for the previous tax year.

                Roth/Traditional Contribution - Deadline for prior tax year IRA contributions.

                SEP - Deadline for prior tax year employer and employee non-elective contributions.

May 31:  Tax Form 5498 - IB posts the tax forms which confirm prior year contributions.

Sept. 30: IRA Beneficiary - IRS cutoff to identify "designated beneficiary" of previous year deceased IRA owners.

Dec. 27:  RMD- Interactive Brokers cut-off to submit a Required Minimum Distribution as 2012 distribution.

                Distributions - Interactive Brokers cut-off to submit a 2012 IRA distribution.

 

 

 IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

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