Por lo que he podido leer Interactive Brokers no se involucra en temas de impuestos. A ellos les trae sin cuidado que hayas o no hayas abonado el impuesto de sucesiones en tu país de residencia o en USA. Esto no sucede con los bancos/brokers españoles donde las acciones solo se transfieren a los herederos una vez se presenta el justificante del pago del IS (entre otros documentos)
Esto no quita para que estemos tributariamente obligados a rendir cuentas con una o varias Haciendas. Y teóricamente cualquiera que tenga más de 60.000$ invertidos en compañías americanas debe pasar por caja con el IRS.
=============================================================================
Thank you for contacting us. Interactive Brokers does not get involved with, or support any taxation at death (not for any client worldwide)
We can confirm that (unfortunately) it happens every week, all over the world, that a customer passes suddenly. Here is our procedure:
We ask the customer’s spouse or next of kin (children, other family member) to provide a copy of the death certificate along with any other court-ordered documents which might describe who has the legal rights to assets of the Estate.
Most of the time, if a customer is married, the legal heir is the spouse. In this case, we simply work with the spouse to create an Estate account, then we work to either liquidate the positions and/or transfer the account to a new broker. It all depends on the rightful owner’s wishes.
There is no support or reporting related to taxation.
We hope this helps to clarify.
Best Regards,
Melissa - IB