Looking for Your Tax Forms? Track Your 1099 Availability Online

Schwab’s 1099 Dashboard provides a quick, personalized way to view the expected availability dates of 1099 Composite forms for your eligible brokerage account(s) that had taxable activity in 2022. Other tax forms will be listed as they become available.

You can access the dashboard online at schwab.com/1099dashboard or via the 1099 Tax Forms screen on the Schwab Mobile app.