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Tax Reporting


Nathan01

Question

I have recently purchased some shares in a few ETF's. I was unaware prior to purchasing that IG hold all shares in a trust account. 

 

How does this structure supply tax statements for each client? To use to prepare my tax return and keep track of cost bases etc., I need to know the tax deferred amounts and split of the distributions. 

 

How are these tax statements supplied?

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