Taxes and tax planning


Looking for help with taxes? 

We’ve pulled together our best information, tools, and resources to help you plan ahead, understand tax-smart strategies, and get ready to file.  

Looking for your Schwab tax forms?

  • Looking for your tax forms? Find out when your 1099 forms will be available.

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Tax basics

  • Tax basics

    Which income types are taxable—and which might not be? And what should you know about deductions and credits? We’ll help you with these key topics and more.

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  • Investment income taxes

    As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, cost basis, and AMT.

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  • Tax-smart strategies

    Learn about tax-smart strategies, including when to use tax-advantaged versus taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals.

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  • Tax-time resources

    Need information to plan or file your taxes? Here you’ll find links to Schwab tax forms, important tax changes for this year, and tips for making tax time a little smoother.     

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Need more help with your Schwab forms or financial planning?