Schwab Clients

www.schwab.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.


Schwab 1099-B XML Download

Schwab provides a downloadable XML file containing your Form 1099-B information.

Log on Schwab.com

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

 

A "XXXX-1234.xml" 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. Then submit the file for processing.

 


Schwab 1099-B CSV Download

Schwab also provides a downloadable CSV file containing your Form 1099-B information.

  1. Go to the "Accounts" Menu
  2. Select the "Statements" Tab
  3. Click the CSV link to the right of "Download 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.

Download this file and submit it for processing by our program.

 


Schwab Open Financial Exchange (OFX) Server

Schwab hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.


If you have additional or newer information regarding Schwab downloadable files, please email us at support@form8949.com .