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

Interactive Brokers (IBKR) has 18 years of Tax Rate data on file, last reported at 9.08% in Q1 2026.

• Quarterly Tax Rate rose 46.0% year-over-year to 9.08% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 7.97% (up 4.0% YoY) and the FY2025 annual result came in at 7.82%, up 2.0% from the prior year.
• Tax Rate climbed to 9.08% in Q1 2026 per IBKR's latest filing, from 4.46% in the prior quarter.
• The five-year high for Tax Rate was 9.6% in Q3 2025, with the low at 4.46% in Q4 2025.
• Average Tax Rate over 5 years is 7.85%, with a median of 8.1% recorded in 2023.
• Year-over-year, Tax Rate slumped 432 bps in 2022 and surged 421 bps in 2023.
• Interactive Brokers' Tax Rate stood at 5.22% in 2022, then soared by 81 bps to 9.44% in 2023, then fell by 28 bps to 6.83% in 2024, then sank by 35 bps to 4.46% in 2025, then jumped by 104 bps to 9.08% in 2026.
• Business Quant data shows IBKR's Tax Rate at 9.08% in Q1 2026, 4.46% in Q4 2025, and 9.6% in Q3 2025.