- 2009 Gain/Loss Summary Worksheet: Considerations
- Understanding IRA Tax Reporting
- I have received notice that the Individual Taxpayer Identification Number (TIN) on my IB account does not match that of the IRS. What do I need to do?
- Roth IRA Conversions
- 2009 Gain/Loss Summary Worksheet: General Explanation
Tax Reporting: Can I specify cost basis for positions transferred to my IB account?
Yes. IB’s Position Transfer Basis allows you to enter a cost basis to a specific ACATS or ATON transfer date. Log in to Account Management with your IB username and password, select Report Management, then click Position Transfer Basis.
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.