Broker: Interactive Broker
(Back to Home)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)

If the the save confirm box should appear click on the NO button:

Click on:
![]()
and select your new file(s)

Generate the Report in Step4