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.

1099-B TXF DOWNLOAD

Interactive Brokers provides a downloadable tax exchange format file containing your realized gain and loss information.

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

Go to Trade > Tax.

See the screen shot below.

Interactive Brokers Download Screen

1099-B CSV Download

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

Go to Trade > Tax.

See the screen shot below.

Interactive Brokers Download Screen

1099-B Portable Document Format (PDF)

You may download your Interactive Brokers 2021 Tax Reporting Statement PDF file and submit it for processing.

See the screen shot below.

Interactive Brokers Download Screen

 

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

Try Then Buy

The Form8949.com app helps you self-prepare your 2023 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.