Using the Tax Optimizer

Instructions

Use the Tax Optimizer to:

• Change the default tax lot-matching method for your account.

• Change the default tax lot-matching method for today.

• Change the tax lot-matching method for a specific symbol.

• Manually match specific tax lots.

Note: All profit and loss amounts in the Tax Optimizer are converted to the base currency of your account. However, prices are NOT converted to your base currency.

 

Additional Resources

• Learn About Tax Optimizer at IBKR Campus

• Visit the Trader Workstation Website