Narrator: To begin, click on Accounts, then select Statements.
Mouse clicks Accounts and selects Statements.
Narrator: Navigating to this page during tax season will automatically display the 1099 Dashboard. Here, you'll be able to easily view your tax forms for the current tax year. Within the dashboard, your 1099 Composite forms will appear as they become available. If your account was recently converted from TD Ameritrade, your Consolidated 1099 and 1099-R forms will also be included on the 1099 Dashboard. Once you've located the documents you want, simply click on the link found to the right of the statement to download it.
Mouse clicks on PDF download.
Narrator: If your Schwab 1099 Composite Form isn't available yet, the Dashboard will let you know when you can expect to see it. To access additional tax forms and documents, scroll down to the section below.
Mouse scrolls down to section below.
Narrator: Here, you'll be able to find additional tax forms as well as various documents associated with your accounts as they become available, even outside of tax season. To find a specific document or tax form, refine your search by adjusting the date range and selecting the document type.
Mouse selects "Year to Date" from date range drop down and clicks "Search".
Narrator: Any historical TD Ameritrade documents will also be displayed here.
Video outro plays.
How to access your tax documents in a few simple steps.