Tax Reporting: How to Access Tax Forms

To access and print your Forms 1099,  log in to Client Portal with your IBKR username and password, and select the Reports > Tax menu.

Please see When are 1099s and other tax forms issued?

IBKR recommends that you print your year-end statement, dividend report and all applicable tax forms.

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.