Did it and it shows me the value number, but when i try to report it in the tax form i got an error message saying " Aucune société n’a été trouvée sous ce n° de valeur
Le format n’est pas correct"…
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Then enter the data manually?
Waiting for the answer from the contact center… i will see this week. Thank you @nabalzbhf !
It might be obvious, but have you removed the spaces?
In Neuchatel’s tax software when I put NIO’s valor as 43286578 it comes out correctly.
Hi there
In order to reclaim withheld dividends, I’d like to generate a dividend report for just one position / company (Broker: IBKR).
Anyone with an idea? The standard / custom reports lists the dividends of a certain period over all position… IBKR support was not helpful so far :-/
thx!
Not answering the question, but why not just send the full report, what would be the issue?
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.
That or
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…
Just delete all rows in the report except the one you are interested in?
Which foreign tax authority will accept a custom statement to refund withholding tax? 
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.
Just in case, There is no wht on Irish domiciled ETFs. You might be looking at a different case though
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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Hi while doing this it asks me whether i want daily or monthly statement under custom statement menu. It doesnt allow me to create custom data range. Do you know why? @San_Francisco
That’s not very intuitive, but that is only for the report template creation.
When you run the report generation, you’ll normally have the choice to use a custom date range.
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Hi,
I am from Switzerland, living in Switzerland (not at all US citizen, never lived in USA) and I have an Interactivebrokers account (UK). Today I received a message from IBKR with FORM 1042-S (Foreign Person’s U.S. Source Income Subject to Withholding). Is it just for information or should I fill it? Thank you in advance for your answers and advices.
This isn’t a thing you fill out, it’s a document they give you.
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