Schwab provides a downloadable CSV file containing your realized gain and loss information.

  1. Go to the "Accounts" Menu
  2. Select the "Statements" Tab
  3. Click the Down-Arrow CSV link to the right of "1099 Composite and Year-End Summary-20xx"

A "XXXX-1234.csv" file (where 1234 is the last 4 digits of your account number) will download to your system. Save the file to your Downloads, Desktop or other folder.

More info

Please email us at with new information if any of the above is out-of-date or incomplete.