Accessing Your 2025 Tax Documents

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. Here’s a comprehensive guide to accessing your tax documents and preparing for tax season.

How to Access Your Tax Forms Online

Charles Schwab Client Portal

1. Log in to your Charles Schwab account
2. Navigate to “Account” → “Tax Center”
3. Select the year (2025)
4. Download the forms you need (1099s, 1098s, etc.)
5. Save copies for your records and tax preparer

Alternative Methods

If you have difficulty accessing forms online, you can:
– Call Charles Schwab client service at 1-800-SCHWAB-1
– Visit your local Schwab branch
– Request forms be mailed to you

Understanding Your Tax Forms

Common forms you’ll receive include:

Form 1099-INT: Interest Income
– Reports interest earned on savings accounts and money market funds
– Required if interest exceeds $10

Form 1099-DIV: Dividend Income
– Reports dividends from stocks, mutual funds, and ETFs
– Includes qualified and non-qualified dividends

Form 1099-B: Broker Statements
– Reports proceeds from sales of stocks, bonds, and mutual funds
– Essential for calculating capital gains or losses

Form 1098-T: Education Credits
– If you paid qualified education expenses

Important Deadlines

– Tax documents typically available by January 31
– Tax filing deadline: April 15, 2026
– Estimated quarterly tax payments: June 15, 2026

Next Steps

Once you have your forms:
1. Organize documents by type
2. Gather receipts for deductible expenses
3. Review statements for accuracy
4. Contact your tax advisor or CPA for guidance

Austin Wealth Management can help you coordinate with your tax preparer to ensure all investment and financial information is properly reported. Schedule a consultation to discuss your 2025 tax situation and year-end planning strategies.