Corporate Actions

Instructions

Corporate actions may produce scenarios where symbol A depends on symbol B. The Tax Optimizer handles these scenarios as follows:

• If B is changed to specific lot, A will automatically be switched to specific lot as well.

• If B is not fully matched and you attempt to specific lot match A or change A's match method, a warning message is displayed: "Before matching A, the following must be fully matched: B."

Voluntary corporate actions are identified in the Tax Lot Details panel by a small "C" icon.

The Match Details window also identifies corporate actions with a small "C" icon.

 

Additional Resources

• Learn About Tax Optimizer at IBKR Campus

• Visit the Trader Workstation Website