Last updated 2026-06-27
Import Interactive Brokers Dividends
Tax Reclaim imports your Interactive Brokers dividend history directly from the Activity Statement CSV you already have. Upload the file and Tax Reclaim reads the gross dividend amounts and any withholding tax already deducted, then calculates exactly how much foreign tax you can legally reclaim under your tax treaty.
Try it now — upload your Interactive Brokers file
See exactly what Tax Reclaim reads from your file. Nothing is saved and no account is needed — this runs the same parser used inside the app.
What Tax Reclaim reads from your Interactive Brokers file
- Reads the "Dividends" and "Withholding Tax" sections of the Activity Statement and joins them by currency, date, and ticker to build a gross-plus-withheld entry per dividend.
- Parses the ISIN directly out of the statement's "TICKER(ISIN) Cash Dividend" description text.
- Skips subtotal/total rows automatically so only individual dividend payments are imported.
How to export from Interactive Brokers
- 1
Go to Reports in Client Portal
Log in to IBKR Client Portal and go to Reports (or Performance & Reports) > Statements > Activity Statement.
- 2
Enable the Dividends and Withholding Tax sections
When generating a custom Activity Statement, make sure the "Dividends" and "Withholding Tax" sections are both enabled — without the Withholding Tax section, only gross amounts will import.
- 3
Choose CSV format and your date range
Select CSV as the output format and the period covering your dividend payments.
- 4
Upload to Tax Reclaim
Download the CSV and upload it in the import wizard — dividend and withholding-tax rows are matched automatically.
Frequently asked questions
Which file do I export from Interactive Brokers?
The Activity Statement CSV, generated with both the "Dividends" and "Withholding Tax" sections enabled — found under Reports > Statements > Activity Statement in Client Portal.
Does Tax Reclaim read the withholding tax?
Yes — it reads the "Withholding Tax" section and joins each entry to its matching dividend by currency, date, and ticker.
What if my statement doesn't have a Withholding Tax section?
You need to enable it when generating the custom Activity Statement in Client Portal — without it, only gross dividend amounts are available and no tax withheld can be imported.
How is the ISIN identified?
Interactive Brokers embeds the ISIN in the dividend description, e.g. "AAPL(US0378331005) Cash Dividend" — Tax Reclaim extracts it automatically from that text.
Import your Interactive Brokers dividends — it's free
Tax Reclaim reads your Activity Statement CSV and calculates exactly how much foreign withholding tax you can reclaim.
Import your Interactive Brokers dividends — it's free