Interactive Brokers: reports for tax declaration

[nabalzbhf]

If you file a DA-1, the thing is that the custom report doesn’t take into account withholding refunds afaik. (Eg for bond funds).

The dividend report will have correct values (that’s why it takes time to get it, it’s because funds report distributions classification later).

@anneaun

No needs to wait for the dividend report. You also don’t have to show them your trades, what matter is the number of shares at each distribution (so they can compute your dividend income) and the number of shares at the end of the year (for wealth tax purposes).

You can attach the following custom report:

Interactive Brokers: reports for tax declaration - #11 by San_Francisco

I can confirm this is enough for ZH tax authorities.