Interactive Brokers (IBKR) Tax Rate (2016 - 2026)

Interactive Brokers' Tax Rate history spans 17 years, with the latest figure at 7.62% for Q4 2025.

  • On a quarterly basis, Tax Rate rose 60.0% to 7.62% in Q4 2025 year-over-year; TTM through Dec 2025 was 8.68%, a 83.0% increase, with the full-year FY2025 number at 8.68%, up 83.0% from a year prior.
  • Tax Rate hit 7.62% in Q4 2025 for Interactive Brokers, down from 9.6% in the prior quarter.
  • Over the last five years, Tax Rate for IBKR hit a ceiling of 11.97% in Q3 2021 and a floor of 5.76% in Q4 2023.
  • Historically, Tax Rate has averaged 8.16% across 5 years, with a median of 8.11% in 2023.
  • Biggest five-year swings in Tax Rate: surged 632bps in 2021 and later tumbled -432bps in 2022.
  • Tracing IBKR's Tax Rate over 5 years: stood at 9.38% in 2021, then dropped by -13bps to 8.13% in 2022, then decreased by -29bps to 5.76% in 2023, then increased by 22bps to 7.02% in 2024, then increased by 8bps to 7.62% in 2025.
  • Business Quant data shows Tax Rate for IBKR at 7.62% in Q4 2025, 9.6% in Q3 2025, and 8.88% in Q2 2025.