Broker: Interactive Broker  (Back to Home)  wpe7.jpg (821 bytes)

Website:
https://www.interactivebrokers.com/Universal/servlet/AccountAccess.Login

First login to your account

Then click on "Statements & Download" from the "Account Maintenance" menu:

Then select the month you would like to download in the Top TEXT STATEMENTS section:
and click on "View Statements"

A new page appears with your transactioins.

To save this page click on File/Save As in your browser:

and navigate to C:\StockTax\YourData and enter your file name and click on "SAVE"


Start StockTax, click on Step1 and select "Interactive Brokers":


Click on Step2 (click on the "Select your Data Files" button shown below)
Data1.jpg (4498 bytes)

If the the save confirm box should appear click on the NO button:
wpe24.jpg (9454 bytes)

Click on:


and select your new file(s)



Generate the Report in Step4