I don’t know whether an official partial statement is supported. However, a possible alternative for the future is to create a new linked account and then perform an internal transfer of this position to the new account.
Would be my workaround if there is no way to have such a report generated. A new dedicated account seems like an overkill to me… and I don’t like to disclosure all my IBKR assets to an foreign tax authority if not needed…
Thanks so far - I was playing with the “IBKR flex queries” but with no luck…
Can’t you generate from IB a dividend payment notice per dividend ? Showing account number, account holder name, name of the financial instrument, gross amount etc
How so? I don’t find anything in this direction under “Reports / (Custom) Statements”
Ireland (maybe?) I’m going to find out
Asking what their understanding of “DIVIDEND VOUCHERS” are, I got the following response “it can be a statement/credit advice received by you from your broker, showing the total shares- gross amount - tax deducted- net payment.”
No idea. It was a rhetorical question. I’m not using IB . My Swiss broker issues an individual advice for each event on my portfolio. Separately, I can generate a full report.
There are lots of report classes with IB, one generates a report of such class over all assets…
An other workaround is to generate a dividend report of just the day the dividend happend - I guess I go this way and have 4 reports per year generated… And hopefully, the said asset paid the dividend on those days exclusively in my portfolio…
Yes, I know. In my case it is a regular Irish company…
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