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.
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.
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.
Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals.
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.
Looking for your Schwab forms
Looking for your Schwab tax forms? See them all on your 1099 dashboard.
When will 2019 tax forms be available?
Your Schwab 1099 Composite and Year-End Summary tax report will be delivered online or mailed out on the dates below.
Online forms via our website or mobile app
First delivery: By January 31, 2020
Second delivery: By February 14, 2020
Mailing dates for paper 1099s
First mailing: February 1-15, 2020
Second mailing: February 15 - 28, 2020
Need more help with your Schwab forms or financial planning?