IBKR Users: Is there any tool or prompt that can convert Interactive Brokers statements into Indian tax schedules?
For Indian tax reporting, we typically need information for the following schedules and forms:
- Schedule FA (Foreign Assets)
- Schedule FSI (Foreign Source Income)
- Schedule CG (Capital Gains)
- Schedule OS (Income from Other Sources, such as dividend income)
- Schedule TR (Tax Relief)
- Form 67 (Foreign Tax Credit, such as tax withheld on dividend income)
IBKR provides transaction confirmations, account statements, and activity reports that contain details of holdings, trades, dividends, interest, and realized gains/losses. These documents serve as the source data for Indian tax reporting.
Is there any tool, AI prompt to upload Interactive Brokers Activity Statement and get Indian income tax schedules - FA, FSI, TR, Capital Gains with Rule 115 and SBI TT rates applied automatically.
I would appreciate recommendations from anyone who has successfully automated or simplified this process.
Posted Jun 5, 2026, 4:58 AM UTC
1923