Your Interactive Brokers tax in Ireland. CGT and ETF exit tax in 3 minutes.

IBKR deducts no Irish tax — shares fall under CGT, EU ETFs under the 41%/38% exit-tax regime, dividends under income tax. Upload your statement and get every figure for Form 11.

CGT 33% · FIFO
ETF exit tax 38%
Foreign tax credit

⏳ Tax year 2025 · 10 days left until the Form 11 deadline

Why not leave it to October

Revenue already gets the data

Under the Common Reporting Standard, IBKR reports your account balance and income to Revenue every year.

CGT is due before the return

Gains from January to November must be paid by 15 December — late payment costs 0.0219% interest a day.

The 8-year trap

EU-domiciled ETFs trigger a deemed disposal after 8 years: tax is due even if you never sold.

How it works

Download your statement

In the IBKR Client Portal: Performance & Reports → Statements → Activity → Annual, format CSV.

Upload it here

We match every sale with its purchases and convert each amount at the official rate of the day.

Copy the figures

See your tax and every line for your return — free, with an Excel file.

How to export the statement from Interactive Brokers

In the IBKR Client Portal open Performance & Reports → Statements.
Under Activity choose Annual and the tax year (add earlier years so sales match their real purchases).
Choose CSV (or HTML), click Run and upload the file here.
Alternatively: an Activity Flex Query in XML with Trades, Cash Transactions, Open Positions and Corporate Actions.

Guides

Interactive Brokers tax in Ireland: what goes on Form 11Where IBKR share gains, EU ETF exit tax, US dividends and cash interest go on your Irish Form 11, with a worked euro example and the mistakes Revenue spots.ETF deemed disposal in Ireland: the 8-year rule for IBKRHow Ireland's 8-year deemed disposal taxes ETFs you never sold, the 41% and 38% rates, a worked example and how to report it from your IBKR account.IBKR CGT payment dates in Ireland: 15 Dec and 31 JanIrish CGT on IBKR share sales is paid before you file: 15 December and 31 January. How to work out each payment, pay on ROS and avoid daily interest.

Questions

How are shares bought through IBKR taxed in Ireland?

Gains are subject to Capital Gains Tax at 33% after the €1,270 annual exemption. Dividends are income: income tax at your marginal rate plus USC and PRSI.

Why are my ETFs taxed differently?

ETFs domiciled in the EU, EEA or an OECD treaty country are investment undertakings: 41% until 2025 and 38% from 2026 on gains and distributions, no loss relief, and a deemed disposal every 8 years.

When do I pay CGT?

By 15 December for disposals from January to November, and by 31 January for December disposals. The gains are then reported on Form 11 by 31 October (mid-November on ROS).

Can I offset losses?

Losses on shares offset gains in the same year and can be carried forward indefinitely. Losses on EU ETFs cannot be used.