Interactive Brokers

www.interactivebrokers.com


TXF DOWNLOAD INSTRUCTIONS

Interactive Brokers does not offer an OFX server but provides a downloadable tax exchange format file containing your realized gain and loss information.

To download a TXF file, see the instructions at https://ibkb.interactivebrokers.com/article/2030

Download this file and submit it for processing by our program.

If you use TurboTax Online or TaxAct, you can then import your data into your tax software from our OFX server.


1099-B CSV Download

Interactive Brokers provides a downloadable CSV file containing your Form 1099-B information.

Forthcoming...

If you have additional or newer information regarding Interactive Brokers downloadable files, please email us at support@form8949.com .