Current tax rates and rules.

Some years, there are sweeping changes to the tax laws and rates. Other years, changes may be minimal. Either way, we’ll help you stay on top of issues that may affect your investment decisions and the amount of taxes you pay.

More about current tax rates and rules

Tax resources and guides.

From finding the forms you need to learning how to calculate the cost basis of your investments, the information you need is right here.

  • Where are my tax forms?
    Where to find Forms 1099 and when to expect them.
  • End-of-year tax tips
    Take advantage of these smart strategies before year-end that may help minimize your taxes.
  • Tax-advantaged investments
    Diversification is about more than asset allocation. Learn about diversifying investments for tax purposes.
  • Cost basis
    See how the method you use to determine cost basis can affect your tax burden.
More tax resources and guides

What’s new.

Learn more about changes in the eligibility for deductions and exemptions, as well as adjustments to tax brackets.

Taxes: What’s new for 2017

Additional resources.

See more strategies for tax-efficient investing.

We're here to help

Clients of independent investment advisors: You may also contact your advisor or call Schwab Alliance at 800-515-2157.