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vpagano

04/05/23 12:23 PM

#385 RE: Enterprising Investor #381

IBKR keeps telling me it's interest when I challenge them!

"Thank you for contacting IBKR Client Services.

Kindly note that we believe that the interest payment is correct per our 3rd party tax source, if you have a copy of the 8937 from the corporate action showing that this should be taxed as long term capital gains, please have a copy attached so our back office can review this item."

How did you get this remedied to be long-term capital gains?