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Interactive Brokers (IBKR) Tax Rate (2016 - 2025)

Interactive Brokers' Tax Rate history spans 16 years, with the latest figure at 7.62% for Q4 2025.

  • For Q4 2025, Tax Rate rose 60.0% year-over-year to 7.62%; the TTM value through Dec 2025 reached 8.68%, up 83.0%, while the annual FY2025 figure was 8.68%, 83.0% up from the prior year.
  • Tax Rate for Q4 2025 was 7.62% at Interactive Brokers, down from 9.6% in the prior quarter.
  • Across five years, Tax Rate topped out at 11.97% in Q3 2021 and bottomed at 5.76% in Q4 2023.
  • The 5-year median for Tax Rate is 8.11% (2023), against an average of 8.16%.
  • The largest annual shift saw Tax Rate surged 862bps in 2021 before it plummeted -432bps in 2022.
  • A 5-year view of Tax Rate shows it 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.
  • Per Business Quant, the three most recent readings for IBKR's Tax Rate are 7.62% (Q4 2025), 9.6% (Q3 2025), and 8.88% (Q2 2025).