Daal: I have two brokers, IB and a back-up futures-only broker. I discontinued my IB NYBOT/ICE subscription at the end of December as I don't...
It is difficult to believe that the IRS, the brokers, and the tax program people will not have things pretty well figured out by the start of the...
From an IB Bulletin: (August 2007) To CFE,ECBOT,GLOBEX traders: Mon Aug 6 09:14:14 2007 EST IMPORTANT MARGIN NOTICE Effective Monday 6...
Lindq: I basically trade futures with an occasional equity/option trade. As such I don't have any trades showing an adjustment that I can look...
Lindq: This is from the IB webinar on the 8949 - Calculating Gain or loss on Form 8949 Taxable Gain or loss for individual transactions is not...
Options12: I think the disclosure below is also important. However, it does bring up the fact that you may be trading against an "IB...
As I understand the IB forex system, IB has a small standalone network set up on which some banks and all customers may enter offers to buy and...
I think the server was hacked. It was acting strangely and then started logging everyone off. I guess they haven't corrected it yet. Jack
From the TradeLog website: Problem 1099 info they have dealt with so far: Charles Schwab Etrade Fidelity Interactive Brokers Penson TD...
Daal: I don't think so. I think the $75 is real. Look at DAV's post, five posts back in this thread. What IB may have done is quietly...
Abducens: The Futures info is obtained from your Form 6781, lines 6 and 7. You normally enter it on the Sch D worksheet. It will eventually be...
Bob: I did play with multi-million $ lines, not a single line. Why not try one line for "covered", one for "uncovered", one for "wash", and...
If you have a chain of wash sale losses, and never make a profit, you finally realize the loss when you stop trading that issue for more than 30...
Clarodina: I have no idea about what IB would do. Just call them, You'll get a yes or no. Dynamic IP would not work. Phoenix: Never...
Clarodina: Try going to Account Management. Then Click User Management in the left pane, then click Secure Transaction Program. I'm not...
Sprstpd: I was intrigued and cranked up the webinar. She says there will be a difference between the statements, that use mark-to-mark values,...
Sprsptd: I did not make any notes about it as I had no "foreign" trades, but I think that Nancy Nelson(?), the IB tax specialist, said that they...
Slightly off topic - but for those that listened to the excellent 8949 IB webinar - here is a followup on establishing basis versus sale for...
Options12: I don't trade forex. So I'm not sure about this, but isn't there a difference between a forex broker and a forex broker-dealer? I...
CA04: If you carry no overnight loan balance you pay nothing. Since you are flat (have no stock in your account at the end of the day), there...
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