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Personal Finance Topics / Retirement Investing
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Author: blm   😊 😞
Number: of 1201 
Subject: Re: OT: IBKR - SYEP
Date: 01/02/26 2:44 AM
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where is this ordinary income (from loaning) listed on the detailed 1099 brokerage statements?

I'm pretty sure it's supposed to be on 1099-MISC (although not a tax advisor, etc). The income from the lending itself in box 3, the payments in lieu of dividend in box 8. Both are taxed at your ordinary income rate.

Brian
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