Interactive Brokers (IBKR) Tax Rate (2009 - 2026)

Interactive Brokers has reported Tax Rate for 17 years, with the latest figure at 7.62% in Q4 2025.

• Quarterly Tax Rate rose 2848.0% year-over-year to 7.62% in Q4 2025, while the trailing twelve-month figure through Mar 2026 was 6.45% (up 594.0% YoY) and the FY2025 annual result came in at 8.68%, changed N/A from the prior year.
• Tax Rate fell to 7.62% in Q4 2025 per IBKR's latest filing, from 9.6% in the prior quarter.
• Over five years, Tax Rate peaked at 11.97% in Q3 2021 and troughed at 20.87% in Q4 2024.
• A 5-year average of 6.62% and a median of 8.08% in 2023 frame the typical range for Tax Rate.
• The sharpest annual moves came in 2024 and 2025: Tax Rate sank 2663 bps in 2024, then surged 2848 bps in 2025.
• Over 5 years, Tax Rate stood at 9.38% in 2021, then sank by 44 bps to 5.22% in 2022, then advanced by 10 bps to 5.76% in 2023, then sank by 462 bps to 20.87% in 2024, then soared by 136 bps to 7.62% in 2025.
• According to Business Quant data, Tax Rate over the past three periods registered 7.62%, 9.6%, and 8.88% for Q4 2025, Q3 2025, and Q2 2025 respectively.