Does anyone here have experience with the taxation of interest payments and dividends at Interactive Brokers?

I opened an account with IBKR last year to park part of my cash reserve in USD.

The idea was:

• Diversification
• Take high interest rates with you
• To invest the money in a stronger market decline in $SPY (-0,34%) to invest

I am aware that IBKR is not tax-simple for Germans and that you have to be active yourself.

Is it now possible to export complete annual reports there, which I can put on my tax advisor's desk?

Thank you!

$IBKR (+2,02%)

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (+0,35%)

Netflix $NFLX (+0,78%)

Costco $COST (-0,18%)

Walmart $WMT (-0,23%)

Crowdstrike $CRWD (+1,52%) (forgot what happened in the summer)

Spotify $SPOT (-1,5%)

Hims & Hers $HIMS (+0,2%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (+0,6%)

Interactive Brokers $IBKR (+2,02%)

Moody's $MCO (+0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

I continue to expect stable trading activity and participate indirectly through the platform.

In one year the share has risen by 150%, in my savings plan portfolio where I have been building up the position monthly since May 2024 at around 60%.

Currently the 2nd best position after Broadcom when it comes to cash returns.

Earnings 4Q2024

Earnings per share for the current quarter amounted to 1.99 $ (1.48$)

Customer accounts increased by 30 % to 3.34 million.

Source

https://investors.interactivebrokers.com/en/general/about/press-releases-nav.php#

All of these shares reached new ALL-TIME HIGHS at some point today ⤵️

Nvidia $NVDA (-0,63%)

Amazon $AMZN (-1,85%)

Netflix $NFLX (+0,78%)

Walmart $WMT (-0,23%)

JPMorgan $JPM (+0,03%)

Goldman Sachs $GOS0

Palantir $PLTR (+1,24%)

Blackrock $BLK

American Express $AXP (-0,2%)

Arista $ANET

Apollo $APO PR A

Blackstone $BX (-1,61%)

Booking $BKNG (+0,94%)

Instacart $INSTA (+0,58%)

Caterpillar $CAT (+0%)

Capital One $COF (+0,28%)

Discover Financial $DFS

Electronic Arts $EA (+0,68%)

GE Vernova $GEV (+1,29%)

Hilton $HLT (+0,6%)

Howmet $HWM (+1,15%)

Interactive Brokers $IBKR (+2,02%)

$KKR (-1,04%)

Cheniere $LNG (+0,61%)

Morgan Stanley $MS (-1,01%)

Marriot $MAR (-0,67%)

Nasdaq $NDAQ (+0,34%)

News Corp $NWSA (+0,4%)

Oracle $ORCL (+3,38%)

Palo Alto $PANW (+1,68%)

ServiceNow $NOW (-0,2%)

Steel Dynamics $STLD (-3,14%)

Stryker $SYK (-0,56%)

Royal Caribbean $RCL (-0,01%)

Reddit $RDDT (+0,03%)

Trade Desk $TTD (+3,49%)

Visa $V (+1,32%)

Wells Fargo $WFC (-1,75%)

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗪𝗮𝗹𝗺𝗮𝗿𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝘁 𝗶𝗻𝘀 𝗠𝗲𝘁𝗮𝘃𝗲𝗿𝘀𝗲 / 𝗨𝗻𝗶𝗹𝗲𝘃𝗲𝗿 𝘄𝗶𝗹𝗹 𝘄𝗮𝗰𝗵𝘀𝗲𝗻 / 𝗖𝗮𝗿𝗱𝗮𝗻𝗼 𝗹𝗲𝗴𝘁 𝘇𝘂

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Goldman Sachs Group Inc ($GS (-1,11%)) and Interactive Brokers Group Inc ($IBKR (+2,02%)) present their quarterly figures.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Loewe Companies ($LOW (-2,06%)) and Quest Diagnostics Inc ($DGX (+0,26%)) are trading ex-dividend.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Walmart ($WMT (-0,23%)) - The American retail chain is pushing into the metaverse with crypto and NFT offerings. CNBC reported that Walmart has filed several patents in the cryptocurrency and NTF space. The patents are largely about making and selling virtual goods, including electronics, toys and sporting goods. Walmart hadn't taken the e-commerce trend very seriously at the time; they don't want to make the same mistake with the Metaverse.

Unilever ($ULVR (+0,35%)) - Anglo-Dutch conglomerate Unilever wants to focus more on high-growth brands. According to the group, these growth markets are mainly in the areas of health, beauty and hygiene. The main focus is to be on new acquisitions in these areas and to dispose of weakly growing brands.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Cardano ($ADA (-2,42%)) - The Cardano network is getting its first Metaverse application. Pavia says it is "hot on the heels" of projects like Decentraland and The Sandbox. The project is to be launched under the name Pavia.io on the market. The name of the Metaverse project refers to the birthplace of the mathematician Cardano, namely the small town of Pavia. Cardano was able to increase its share price by approx. 11% as a result of the announcement.

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