mardi 22 juillet 2014

IB - which report to use for FY 14 tax return?

Hi guys,



I'm new to IB & stock investment. Just wondering which report do IB users use for individual tax reporting purpose? I tried account management - reports - tax - tax forms which give me no information at all. Should I just use the activity report for the FY 13 - 14 date range & pick the realized gain/loss & any dividends paid during this period? I don't have any dividends except for one stock was ex-date late June and won't be paid until July. Does this need to be included as well?



Thanks




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