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

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.

Join the waitlist We're building one country at a time, starting with China, Germany and Japan. Tell us where you file, and that decides which country comes next.

Roadmap

Countries we're building for

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

Country	Tax return	Planned launch
GermanyEUR	Anlage KAP, KAP-INV	Spring 2027
JapanJPY	Kakutei shinkoku	By 16 Feb 2027
ChinaCNY	IIT, foreign income	By 1 Mar 2027
Your country	—	Vote below

Live in Germany, Japan or China? Use your country's page: it explains the local rules in the local language.

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 and China. 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

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.

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.

Join the waitlist

Where do you file your taxes?

Germany, Japan or China? Join from your country's page: Germany · Japan · China

Where is your account?Choose any

Interactive Brokers Another foreign broker

How do you handle it today?

Myself, in a spreadsheet An accountant Tax software I haven't yet

What would you pay per tax year?

Nothing $19 $39 $79 or more

What's the most painful part?Optional

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?

Germany, Japan and China first, before their 2027 filing deadlines. Other countries once enough people ask for them.