Tax resources and guides.

Understanding tax laws, rules, and rates can help you keep more of your money. We’ve compiled resources to help you understand the tax implications of your financial decisions.

  • 2017 taxes: What’s new?
    Learn about changes to tax brackets and increases in certain exemptions, deductions, and credits that are new for 2017.
  • Where are my tax forms?
    Get straightforward information on where to find the tax forms you need—such as your 1099s—and when to expect them.
  • Tax checklist
    You’ll find practical tips to help you get ready to file your taxes and take advantage of all the deductions available to you.
  • Tax-advantaged investments
    You invest to get good returns—and taxes can take a bite out of them. Learn about account and investment types that may help manage taxes.
  • Cost basis
    From a tax standpoint, it’s important to know the cost basis of any investments you sell in order to calculate capital gains and losses.
  • Tax-deductible investment expenses
    Certain expenses you incur when making investments are tax-deductible, but the amount you can deduct depends on your adjusted gross income (AGI).
  • Taxes on short-selling securities
    Considering short-selling as a tax-saving strategy? There are crucial questions to consider before you do.
  • Tax-loss harvesting and wash sales
    What are the consequences of selling a stock to take a tax loss and then repurchasing the stock within 30 days? See the IRS rules.

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