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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...

• The State of Rates and the Bond Market During Uncertainty | Charles Schwab

  Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

• 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.

• Choiceology's Guide to Better Decisions | Charles Schwab

  What are some strategies that can help you mitigate cognitive biases and make better decisions?

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Bridge Loans: Securities-Backed Borrowing | Charles Schwab

  If you need a bridge loan, a securities-backed line of credit (SBLOC) can provide a quick infusion of cash. Find out how it works and the risks and benefits.

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

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

• The News, Scary Headlines, and Your Money | Charles Schwab

  Do scary headlines make you want to get out of the market? Consider this 3-step plan to help protect your money from the news and noise.

• 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.