Schwab


CSV DOWNLOAD INSTRUCTIONS

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

  1. Log in
  2. Go to "Accounts", click on "History", click on "Realized Gain/Loss"
  3. Under "Select Date Range", choose "Last Calendar Year" and click "Search".
  4. In the upper right, choose "Export".
  5. Query box will ask to export summary or details. Choose details.
  6. Data will be exported as a CSV file. Save to your desktop or other folder




Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.