How You Will Receive Your 1099

How You Will Receive Your 1099

1040While Yeske Buie posts quarterly tax reports to your Client Private Page® for taxable accounts, these reports are for planning purposes only. To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s). If you require a corrected 1099, they will be sent beginning in early March.

This year, Schwab has redesigned their statements and reports page to include a dashboard specifically focused on 1099 updates. The 1099 Dashboard will show the expected availability dates of 1099 composite forms for your eligible brokerage accounts that had taxable activity.

If you use the Schwab Alliance website, the screenshots and instructions below will help you locate the electronic report. If you have lost your paper copy or are having difficulties accessing the forms online, please do not hesitate to call our office at 800-772-1887 or send us an email and we will be happy to assist you.

  1. Log in to www.schwaballiance.com.
  2. Select Accounts > Statements > Tax Forms.
  3. You can enter a customized date range or you can select the form in the field below the date range.

Schwab Alliance Online

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Schwab Mobile App

NOTE: The 1099 Tax Form Dashboard is only available on the most updated version of the Schwab mobile app.