Retrieving Tax Documents for Your Schwab Accounts
Monday, Feb 08, 2021
Tax forms are accessible online at Schwab.com and via a smartphone or tablet through the Schwab app.
Computer Access: Log in to schwab.com/1099dashboard. You will be able to view, save and print your documents from the landing page. Please note that Schwab plans on generating a second wave of tax documents around mid-February. If you do not see your tax forms right away, they may not yet be available. Non-reportable tax documents, or 5498s, should be available mid-May.
Mobile Access: To download the app, click one of the following links:
Once the app is installed, log in using your ID and password, go to the More icon, select Client Service and then Statements and Reports. You will be able to view & save your documents.
If you have never logged into your Schwab profile, email info@5280associates.com to request a first-time login email.
If you have any questions regarding your documents, contact Schwab 1-800-435-4000.