How to Download Your Tax Documents from Charles Schwab
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- Brenda McGee
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1 How to Download Your Tax Documents from Charles Schwab Non-Retirement Accounts There is only one document you need to download from to do your taxes with respect to your non-retirement account(s) Composite: This contains all the dividends, interest, margin interest, management fees, and gain/loss report that you need to do your taxes. Retirement Accounts If you took a withdrawal from your retirement account with CWM, whether it was a rollover, a Roth Conversion, or you just spent it, you will receive IRS form 1099R from Schwab stating how much you took out and what kind of distribution it was (withdrawal, Roth Conversion, rollover, etc). If you made a contribution to your retirement account with CWM last year you will not get IRS tax form 5498 from Schwab until the middle of May, because you have up until April 15 th to make a contribution for the prior year. Both 1099Rs and 5498s are mailed by regular mail but they are also retrievable online at SchwabAlliance.com. You can find these documents by following the steps below, but just do them for your retirement account(s) rather than for your non-retirement account(s).
2 The steps below outline how to download tax information for your non-retirement accounts. To retrieve tax documents for your retirement accounts, follow the same steps but start with a retirement account in Step 2. Step 1: Go to and login. If you do not have a login already established, do not remember yours, or have been locked out, please call Schwab s website help desk at At the first prompt enter one of your Schwab account numbers and then at the next prompt select option 3. This will take you directly to a customer service representative who can help you. If you don t have an account number handy, just ignore the prompts and eventually someone will come on the line. We would do this for you if we could, but Schwab does not allow it for security purposes.
3 Step 2: To get to the tax documents on one of your non-retirement accounts click on Next Steps next to the account you need the information on and then select Statements & Reports.
4 Step 3: Click on Tax Forms and then select the 1099 Composite for the tax year you are looking for. Note: If you are looking for a tax document for a retirement account you will follow the same steps but select either the 1099R (reports any withdrawals) or a 5498 (reports any deposits).
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