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

Interactive Brokers has disclosed Tax Rate across 18 years of filings, most recently posting 9.08% for Q1 2026.

• Tax Rate for Q1 2026 came in at 9.08%, up 46.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 7.97% (up 4.0% YoY), and the FY2025 annual result was 7.82%, up 2.0% from the prior year.
• Tax Rate came in at 9.08% for Q1 2026 at Interactive Brokers, up from 4.46% in the prior quarter.
• In the past five years, Tax Rate ranged from a high of 9.6% in Q3 2025 to a low of 4.46% in Q4 2025.
• The 5-year median for Tax Rate is 8.1% (2023), against an average of 7.85%.
• Across the five-year window, Tax Rate plunged 432 bps in 2022 and jumped 421 bps in 2023, its largest moves.
• Interactive Brokers' Tax Rate stood at 5.22% in 2022, then soared by 81 bps to 9.44% in 2023, then slipped by 28 bps to 6.83% in 2024, then plunged by 35 bps to 4.46% in 2025, then jumped by 104 bps to 9.08% in 2026.
• The last three Tax Rate figures came in at 9.08% (Q1 2026), 4.46% (Q4 2025), and 9.6% (Q3 2025), per Business Quant data.