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Tip of the Month | February 2026

Gather Tax Documents

Written By: Nick Ziarek, CFP®, CFA

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It’s tax season! Keep an eye out for these forms when preparing:

1099-R: If you took an IRA or 401k distribution, watch for a form from the account custodian. Be sure to note any Qualified Charitable Distributions made directly from your IRA.

1099 Composite: Reports interest (1099-INT), dividends (1099-DIV), and capital gains (1099-B) from regular taxable brokerage accounts.

1099-SA: Used to report distributions from a Health Savings Account

If you transferred any accounts from another custodian this year, remember to gather documents from them in addition to Charles Schwab.


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