Interactive Brokers Clients

www.interactivebrokers.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

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.

If you have this information, please email us.

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


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