Tip of the Month | February 2024
Schwab Tax Documents
Written By: Nick Ziarek, CFP®, CFA
Schwab is targeting for all 1099s to available by mid-February. If you are still waiting for your 1099 from Schwab, you can now track the expected availability date through a new dashboard at: schwab.com/1099dashboard.
You can also access the dashboard through Schwab’s mobile app by clicking on ‘More’ in the bottom right corner and scrolling down to the 1099 Dashboard under “Documents”.