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

Historic Tax Rate for Interactive Brokers (IBKR) over the last 17 years, with Q3 2025 value amounting to 9.6%.

  • Interactive Brokers' Tax Rate rose 13500.0% to 9.6% in Q3 2025 from the same period last year, while for Sep 2025 it was 8.6%, marking a year-over-year increase of 1300.0%. This contributed to the annual value of 7.85% for FY2024, which is 5300.0% down from last year.
  • Per Interactive Brokers' latest filing, its Tax Rate stood at 9.6% for Q3 2025, which was up 13500.0% from 8.88% recorded in Q2 2025.
  • In the past 5 years, Interactive Brokers' Tax Rate registered a high of 11.97% during Q3 2021, and its lowest value of 6.47% during Q2 2021.
  • Over the past 5 years, Interactive Brokers' median Tax Rate value was 8.16% (recorded in 2022), while the average stood at 8.38%.
  • In the last 5 years, Interactive Brokers' Tax Rate soared by 63200bps in 2021 and then crashed by -43200bps in 2022.
  • Over the past 5 years, Interactive Brokers' Tax Rate (Quarter) stood at 9.38% in 2021, then dropped by -13bps to 8.13% in 2022, then rose by 16bps to 9.44% in 2023, then dropped by -26bps to 7.02% in 2024, then surged by 37bps to 9.6% in 2025.
  • Its last three reported values are 9.6% in Q3 2025, 8.88% for Q2 2025, and 8.63% during Q1 2025.