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Tip of the Month | February 2024

Schwab Tax Documents

Written By: Nick Ziarek, CFP®, CFA

Tip of the Month Cover Image


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:

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”.