No. Only trade columns are uploaded and they are read in memory.

Interactive Brokers: what did your trading keep after tax?

Upload your Interactive Brokers export to see wash sales (including across accounts and IRAs), estimated federal and state tax by year, and your after-tax result next to the same dollars in Treasury bills or SPY.

Which file to download

Best for a full picture: your a Flex Query of trades (CSV) with TradeDate, Symbol, Buy/Sell, Quantity, TradePrice.
Best for exact cost basis: a realized summary or 1099-B detail saved as CSV.
For the Year-End Check: your positions with cost basis (or type current prices in).

Dates like 20260115 (YYYYMMDD) are read correctly. Menu names change; look for "Export" or "Download" and choose CSV.

Download a sample Interactive Brokers-format file (made-up trades) to try it, or see a full demo report.

Trade history or realized gain/loss CSV (one per taxable account, up to 5)

IRA or other accounts (wash sales count across all your accounts)

IRA / Roth trade history CSVs (used only to find wash sales; never taxed)

Shares you owned before your first trade in the file

Opening holdings CSV: Symbol, Quantity, Cost Basis, Date Acquired (one row per lot). Used when a sale has no matching buy.

Compare against 3-month U.S. Treasury bills SPY or any fund: upload its daily prices (Date, Close or Adj Close)

Filing status

State

Other taxable income per year (estimate)

More options

Cost-basis method

Short-term loss carryforward at start ($)

Long-term loss carryforward at start ($)

Dividends in your files

Symbols whose dividends are ordinary income (REITs, BDCs, bond funds)

Treat funds tracking the same index (SPY/IVV/VOO, QQQ/QQQM, VTI/ITOT/SCHB...) as the same security for wash sales

Label for this run (optional; saved to your key's history; use initials or a code, not names) Access key (paid plans; leave blank for the free summary)

Stocks and ETFs only (options and short sales are skipped). Your browser removes every column except dates, symbols, actions, quantities, prices and amounts before upload; account numbers never leave your computer. The file is read in memory and never stored.

Questions

Does Interactive Brokers's 1099-B already include wash sales?

Only wash sales of the identical security inside that one account. Buys in your other accounts, a spouse's account or an IRA are not on it, but the IRS rule still applies.

Is my file stored?

No. Your browser strips everything except trade columns, and the server reads the rest in memory only.

Options?

Not yet. Option and short-sale rows are skipped and counted in the report.

Interactive Brokers is a trademark of its owner. Clearwater Enterprises is not affiliated with Interactive Brokers.