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Tax - US Tax Resident
How to get my tax information ?
The brokerage firm, interactive Brokers (IBKR) provides 2 options to get the tax information. Firstly, you have to login to your IBKR account. (please see here for how to login your brokerage account) Then you can access to the tax information by the following 2 methods:
1. Sync with your tax software:
IBKR data sync is applicable for some tax filing software. For which software is supported, how to access to your personal token and query ID, and how to sync your data, please see the tutorial here.
2. Download the tax information:
Use Growin’s in-app link to visit IBKR portal and login you account, you can download the tax information by clicking the ‘Report/Tax document’ > ‘Tax’.