Interactive Brokers Q&A [2025]

[Dr.PI]

@assemblyrequired

I’m surprised I don’t get some kind of PDF or statement automatically when receiving dividends.

What for? You will get a US tax form for the whole year with the total dividend amount indicated.

Interactive Brokers: reports for tax declaration

After completing my 2018 tax return I was asked to send evidence of my VT share purchases. I purchased these shares through Interactive Brokers and reside in the canton of Vaud. On IB the only tax reports I see are the below: [48] I sent the FX Income Worksheet pdf to the Office d’impôt which details all my FX trades and VT trades. I also sent them the Dividend Report html which they seem to have accepted for my DA-1 WHT. However, I have recently received a letter again requesting evidence of…