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• Tax reporting and cost basis facts for stock plans.

  basis price Schwab provides to participants on 1099-B portion of tax document Will I need to adjust my cost basis on Form 8949 to account for ordinary income? ESPPs: 423 Qualified Plan....00 $ 1 .44 Total Long-Term $ 18,385 .15 $ $ 18,747 .11 18,192.11 i i $ $ 142 .38 0.00 $ $ (1,219 .58) (644.98) i bi Section D indicates the stock option symbol or description. Section...your cost) was reported to the IRS by your broker and may even tell you which box to check. Part I Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see...

• What is restricted stock? RSUs and RSAs | Charles Schwab

  Learn about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• Tariffs and Corporate Bonds: 3 Things to Know Now | Charles Schwab

  With markets volatile amid tariff uncertainty, here are three takeaways on preferred securities, investment-grade and high-yield corporate bonds.

• Income Annuities–Retirement Income | Charles Schwab

  Are you at or near retirement? Turn your savings into monthly paychecks with income annuities, including a Schwab Single Premium Immediate Annuity.

• Trading Futures on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to trade futures on the thinkorswim® mobile app.

• Securities Lending | Charles Schwab

  Schwab's Securities Lending Fully Paid Program allows you to lend out securities you already own. Explore securities and stock lending with Schwab.

• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

• Conforming Rate Payment Details | Schwab Bank | Charles Schwab

  Additional Rate and Payment Information - Conforming

• How to place a wire transfer with Schwab Bank | Charles Schwab

  Learn how to wire funds from your Schwab bank account.Bank wire transfer