Tax declarations for your Interactive Brokers account

In most European countries, the tax obligations regarding investments in securities consist of:

• Declaring your gains and losses annually (or monthly depending on the country).
• Declaring your gains from dividends monthly (or annually depending on the country).
• Declaring that you hold an account opened abroad.

For your declarations, you will generally need the information below.

Interactive Brokers Ireland:

• Name and address of account holder: Interactive Brokers Ireland Limited, North Dock One, 91/92 North Wall Quay, Dublin 1 D01 H7V7, Ireland.
• Country in which the account is held: Ireland
• Your trading account number which begins with a "U" and is displayed at the top of each of your account statements

You can also contact us to get the date your ProRealTime Trading account was opened with Interactive Brokers if needed.

Dividend withholding

Please note that as a US-based broker, Interactive Brokers levies a dividend withholding tax (which can vary depending on the country from which the dividend were paid).

If you reside in a country that has a tax treaty with the US, you may be able to reclaim all or part of the amount withheld via a tax credit to avoid double taxation.

Please note that if the rate in your country of residence is higher than the rate retained by Interactive Brokers, you will have to pay additional tax to your tax office.

Gains and Losses Statement / Dividend Statement

In your account management interface, you can download a statement of your trading activities for a year or calendar month. This will serve as a record of your gains/losses or dividends.

Access statements for your Interactive Brokers account:

• Log into the account management interface using your Interactive Brokers username and password.
• Click on "Performance & Reports", then click on "Statements".
• If you had multiple Interactive Brokers accounts in 2025:
  • click on the filter icon in the account selection menu,
  • select all the account status that appear (including "Closed" if applicable),
  • then select all of your accounts.
• Under "Default Statements", select "Activity".
• Select the period "Annual".
• For the date, select "2025".
• Choose the PDF export format.
• Click on "Download" to generate the statement.

If you receive a message that the report has been queued for batch processing, refer to the "Batch Statements" section on the right hand side of the screen. It may take a few minutes to generate the report. The double arrow icon allows you to refresh the display to check if your report is ready or still pending.

Your total gain or loss across all products is shown in the Total (all assets) under the Total Realised Performance column.

Access your dividend report

• Log into the account management interface using your Interactive Brokers username and password.
• Click on "Performance & Reports", then click on "Tax documents".
• In the "Tax Forms" section, click on on of the 2 buttons next to "Dividend Report" to access the statement:
  • “HTML” button: the statement will be shown in a web page,
  • “CSV” button: the report will be downloaded automatically as a .csv file (which can then be open with Excel or any similar software).
• If you have several Interactive Brokers accounts, you can only generate this statement for 1 account at a time. To switch between accounts, click on the account number at the top then select another account from the menu that appears on the right.

Please note that this report is generally available only starting March 16th of the year following the reporting year.

In the “Dividend Summary by Country” section of this report, you will find, the dividends you have received for each country of origin:

• Total Dividends = the amount of dividends you have received,
• Total Payment in Lieu Received = the amount of payments received in lieu of dividends, if you have lent the relevant shares through Interactive Brokers’ Stock Yield Enhancement Program (SYEP),
• Total Tax Withholding = the amount of withholding tax on dividends received.

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