Tax Resources

Tax season is here for 2026!

Here's what you need to know about your Schwab tax forms (like the 1099 Composite).Schwab sends these forms in three main batches to help reduce corrections later. Most clients get their forms by late February.

Key dates for this year:

1st batch — Available online and mailing starts: January 30
(Advisor files ready by January 30 or sooner; tax software exports by February 13)
2nd batch — Available online and mailing starts: February 13
(Advisor files ready by February 13 or sooner; tax software exports by February 13)
3rd batch — Available online and mailing starts: February 27
(Advisor files ready by February 27 or sooner; tax software exports by February 27)

Your forms will be available based on the types of investments in your accounts. You may get a corrected form later if needed.To check your forms or see their expected release dates:

Log in to https://schwaballiance.com (or your Schwab client portal).
Go to the "Accounts" tab, then the "Statements & Tax Forms" section in the submenu of "Accounts"

You will get an email alert from Schwab when your forms are ready online or mailed (based on your preferences).

If you have questions, reach out to our team—we're here to help! Keep an eye on your email and account for notifications.