Guides · United Kingdom
Interactive Brokers UK Tax Return: SA108 & SA106 GuideHow to put your Interactive Brokers account on a UK tax return: SA108 capital gains, SA106 foreign dividends, sterling conversion and 2025/26 deadlines.Section 104, Same-Day & 30-Day Rules for IBKR SharesHow HMRC decides which IBKR shares you sold: same-day, 30-day and section 104 pool rules, with a worked example and the mistakes that cost money.US Dividends at IBKR: W-8BEN and Foreign Tax Credit ReliefWhy the US withholds 15% on your IBKR dividends, how much Foreign Tax Credit Relief you get on SA106, and what changes if your W-8BEN has expired.IBKR ETFs and UK Reporting Funds: ERI and Tax ExplainedAre your IBKR ETFs UK reporting funds? How excess reportable income is taxed, when it falls due and why a non-reporting fund turns your gain into income.IBKR Dividend and Savings Allowances: 2025/26 UK GuideHow much IBKR dividend and interest income is tax-free in 2025/26: the £500 dividend allowance, the personal savings allowance and when to file a return.IBKR Capital Losses: Claim Within 4 Years or Lose ThemHow to claim capital losses from Interactive Brokers before the 4-year deadline, how HMRC sets them against gains and how to time sales to avoid wasting them.