For Interactive Brokers (IBKR) clients who file taxes outside the US

From your IBKR annual statement to the numbers your tax return needs

For Germany’s Anlage KAP, Austria’s E 1kv, Belgium’s part VII and TOB, Japan’s kakutei shinkoku and the UK’s SA108. Dividends, interest and share sales converted into your home currency, foreign withholding tax lined up for credit, and losses kept where your country's rules put them. Your statement is processed in your browser and never uploaded.

Try it free Live for Germany, Austria, Belgium, Japan and the United Kingdom. Upload your statement and see for free which boxes we fill in. You pay only when you reveal your figures.

Nothing uploadedyour statement stays in your browser
Results in minutesdrop the file, copy the boxes
One-time pass€24 · ¥4,000 · £19, preview free

Live

Choose your country

Each country gets its own rules, forms and deadlines, checked against the law.

Country	Tax return	Calculator
GermanyEUR	Anlage KAP, KAP-INV	Open
AustriaEUR	E 1kv	Open
BelgiumEUR	Capital gains tax, part VII, TOB	Open
JapanJPY	Kakutei shinkoku	Open
United KingdomGBP	Self Assessment, SA108	Open
Your country	—	Vote below

Live in Germany, Austria, Japan or Belgium? Your country's page explains the local rules in the local language (Belgium: Nederlands · Français).

How it works

Step 1Export your statementIn the IBKR client portal, go to Reports and download the activity statement for the tax year as CSV.
Step 2Drop it into the pageThe file is read and calculated in your browser. It never leaves your computer.
Step 3Copy the numbersTotals for each box on your country's form, the foreign tax you can credit, and a line-by-line breakdown to keep as evidence.

What it handles

IBKR activity statements as CSV, several years and accounts at once
Shares and ETFs, converted into your currency trade by trade
Dividends and interest, with US withholding tax lined up for credit
Each country’s own matching, loss and rounding rules
A line-by-line breakdown you can download as evidence

What it doesn’t (yet)

Options, futures, bonds and crypto
Corporate actions other than splits
Shares transferred in from another broker without a known cost
Statements from other brokers
When something can’t be calculated, we say which row and why instead of guessing

Why your broker statement isn't enough

A foreign broker isn't your tax officeIt usually doesn't withhold your home country's income tax or fill in your country's forms, so you report the income yourself. Germany, for example, requires investment income that wasn't taxed at source to be declared; IBKR's Japanese entity says it offers no tax-withholding account and clients file on their own. § 32d(3) EStG · IBKR Japan FAQ
Every trade needs a currency conversionGains are taxed in your own currency, so each purchase and sale is converted at the rate for its own date. Germany converts proceeds at the sale date and cost at the purchase date; Japan uses the bank's buying rate (TTB) for proceeds and selling rate (TTS) for cost. § 20(4) EStG
US withholding can be credited, within limitsUS dividends are taxed at source at a treaty rate: 15% for residents of Germany, 10% for residents of Japan. You can usually credit it against your home tax, but each country caps the credit differently. § 32d(5) EStG
Loss rules differ by countryGermany only lets share losses offset share gains. Japan lets losses on listed shares carry forward for three years, as long as you file every year. § 20(6) EStG

Pricing

≈ $29per tax year (expected, varies by country)

Prices aren't set yet. Tell us below what it would be worth to you. People on the waitlist get access first.

Questions

Is this tax advice?

No. The tool applies the published rules and shows you where you have to make a choice. It doesn't replace an accountant, and your tax authority has the final word.

Is my statement uploaded?

No. The calculation runs in your browser. The waitlist only stores the email address and answers you type in yourself.

I file in the US. Is this for me?

Probably not yet. IBKR issues Form 1099 to US taxpayers, and most US tax software imports it. We're starting where no such form exists.

Which countries come next?

The ones with the most sign-ups. Pick your country in the form so it counts.

When can I use it?

Now, for Germany, Austria, Belgium, Japan and the United Kingdom. Other countries once enough people ask for them.