Interactive Brokers Tax Documents

Investing / Brokers
1

Hello,

I am looking for the “Common Reporting Standard Report” in interactive brokers. I found it for 2021 but not for 2022. My accountant asks for this specific form for my tax return. Does anybody know when it is made available on IB?

Thanks in advance

2

As the CRS report is UK-specific, maybe it’s always generated after the end of UK’s tax year (5 April), even though the numbers are based on the calendar year.

For Swiss tax filing, the CRS report should be irrelevant. All the information is also available in the activity statement or in the dividend report, except for the irrelevant GBP conversion.

3

Thanks for the swift anwer. I will send him the avtivity report indeed.