Schwab


CSV DOWNLOAD INSTRUCTIONS

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Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.