Your 2025 tax forms are available for download from Charles Schwab. If you opted to receive your tax documents by mail, they should arrive soon.
How to Access Your Tax Forms Online:
Charles Schwab Client Portal:
- Watch a video tutorial here.
- Visit https://client.schwab.com/Areas/Access/Login.
- Enter your credentials and complete any required security steps.
- Once logged in, click on the Accounts tab.
- Select Statements & Tax Forms.
- Download your 2025 tax forms from your 1099 Dashboard.
Orion Client Portal:
- Visit https://login.orionadvisor.com.
- Enter your username and password, then complete any security verification.
- Once logged in, navigate to the Document Vault (folder icon on the left navigation bar).
- Open the 1099 Tax Reports folder to view and download your 2025 tax forms.
Important Information About Your Tax Forms
Some accounts may not receive a tax form. The IRS “de minimis” rules determine whether a tax form needs to be produced for the 2025 tax year. This reduces the number of tax forms generated and helps minimize corrections.
A tax form will only be produced if at least one of the following conditions is met:
- The account received at least $10 in dividend income.
- The account received at least $10 in interest, royalties, or original issue discount (OID) income.
- A Form 1099-B reportable transaction occurred (e.g., a sale of securities or a buy to cover).
If none of these conditions apply, a 1099 will not be generated for 2025.
In some cases, a corrected 1099 may be issued after the original one has been released. If this happens, Schwab will notify you directly.
Still missing your tax form? Please see Schwab’s schedule of additional tax form availability here for more information.
If you have any questions or need assistance accessing your forms, please don’t hesitate to reach out at support@austinwealthmgmt.com. We’re happy to help!