Download Worksheet for Form 8949 from Interactive Brokers

  1. Log into your Interactive Brokers account.
  2. Click on Report Management on the left panel.
  3. Click on Tax Forms on the left panel.
  4. Go to the Worksheet for Form 8949 section.
  5. Select the tax year (e.g., 2011).
  6. Select CSV as the file format.
  7. Click on View Report.
  8. Save the file with extension .csv.