Consultation on tax payment for actions in Interactive Brokers

Budget: 2000 UAH Deadline: 2 days

I will consult, help with legal issues. Practicing lawyer. Write in private.

Budget: 1000 UAH Deadline: 1 day

I am an accountant and also an investor in Interactive Brokers. I submitted the declaration for the year 2024. I studied the nuances of this issue. Therefore, I can share my knowledge and experience.

Budget: 2000 UAH Deadline: 1 day

Good day!

I am an accountant with experience in investment income and tax issues, particularly for individuals receiving dividends through foreign brokers such as Interactive Brokers, eToro, Freedom24, Degiro, etc.

I understand your situation — many investors are currently facing uncertainty:
• when exactly to submit a declaration if dividends are coming from abroad;
• what to do if the war period "fell" and the declaration was not submitted on time;
• how to proceed if the amounts are insignificant, but you want to do everything correctly;
• whether to fill out the section on property status;
• how to prepare documents if the broker provides only electronic statements without signatures and stamps.
I can explain everything step by step, with specific examples, so you understand:
✅ when exactly to declare income and how to correctly calculate tax;
✅ what supporting documents the tax authority accepts;
✅ how to submit a declaration online through the electronic cabinet;
✅ how to minimize risks and avoid penalties;
✅ what actions should be taken now to "align" the situation with missed declarations.
I work in a practical format — without complicated formulations, in simple language, but taking into account all the norms of the Tax Code.
I can conduct an online consultation, prepare a step-by-step instruction, or help you fill out the declaration directly.
I would be happy to help you navigate these nuances so that your investments are not only profitable but also legally safe 💼 Expand

Budget: 1300 UAH Deadline: 1 day

Hello, I have completed a task on this topic (investment income, report preparation) in my reviews. I will provide consultation, feel free to reach out.

Budget: 1700 UAH Deadline: 1 day

Good day! I am an accountant with practical experience in the field of personal taxation and individual entrepreneurs, including investment, declaring income from abroad (specifically dividends), working with Interactive Brokers, as well as tax planning. I can help clarify the following issues:

when and how to declare dividends;
what to do if the declaration was missed (even during wartime);
whether it is necessary to submit a declaration of property status;
how to properly arrange electronic statements without signatures;
what documents the tax authority accepts;
how to avoid unnecessary taxes and penalties.

The consultation is confidential, taking into account current legislation and practice. I have experience supporting clients with similar cases. I am ready to provide quality assistance. I look forward to collaborating!

Budget: 2500 UAH Deadline: 3 days

I have been practicing for 7 years, including taxation. I can help with the request. I understand the essence of the issue because I am an investor myself. Feel free to reach out)