Download Worksheet for Form 8949 from Interactive Brokers
- Log into your Interactive Brokers account.
- Click on Report Management on the left panel.
- Click on Tax Forms on the left panel.
- Go to the Worksheet for Form 8949 section.
- Select the tax year (e.g., 2011).
- Select CSV as the file format.
- Click on View Report.
- Save the file with extension .csv.