How to Fill IBKR Taxes 2026 - Interactive Brokers Guide

This guide is designed to assist anyone who have investments on Interactive Brokers (IBKR) and is seeking clarity on how to pay taxes. The information provided here should be useful when calculating your Interactive Brokers taxes. However, it’s important to supplement this guide with the tax regulations specific to your country.

If you need to calculate taxes for your Interactive Brokers investments, you’re in the right place! There are several ways to do this, such as calculating taxes manually in Excel, using an automated tax tool like Tax-wizard, or hiring a tax professional. Your choice will often depend on your budget and preferences.

How to export your Interactive Brokers history

Start by Login to your Interactive Brokers account.
Use the central menu in your IBKR account to access "Performance & Reports", and select "Statements".

On the "Performance & Reports" page there are several options available, you should select "Activity" inside the Statements tab.

On the "Activity" page, you can select the period and the format you want to export.
For the reports to be accurate you should download one file per each year you had your Interactive Brokers account open.
After selecting the period, click on the "Download" button to export the file.

If you want to include the current year as well, you can select the "Year to Date" option.

How to upload multiple files to Tax-wizard?

You must submit all files at the same time for Tax-wizard to be able to process them together. Here are the instructions on how to upload multiple files simultaneously. Follow these steps:

• Windows
• 1. Click on one of the files you wish to select.
• 2. Hold down the Control (Ctrl) key.
• 3. While holding down the Control key, click on the other files you want to select.
• 4. Continue holding the Control key until you have selected all the desired files.
• Mac
• 1. Click on one of the files you wish to select.
• 2. Hold down the Command or Shift key.
• 3. While holding the Command or Shift key, click on the other files you want to select.
• 4. Continue holding the Command or Shift key until you have selected all the desired files.

By following these steps, you can ensure you have the correct files needed to use with Tax-wizard.
From here you can upload them to Tax-wizard and have your tax report ready in minutes.