Schwab and Taxes - General Discussions https://itawealth.com/community/general/schwab-and-taxes/ ITA Wealth Management Discussion Board en-US Sat, 07 Mar 2026 22:15:44 +0000 wpForo 60 Schwab and Taxes https://itawealth.com/community/general/schwab-and-taxes/#post-875 Tue, 18 Feb 2025 01:38:07 +0000 Beware that all the tax information is not available with Schwab accounts.  Check your portfolio as the data may be available.  Today I discovered certain accounts are pending despite notification that the data was available on 2/14.  The next update is to occur on 2/28 so wait until March to being filling out the tax forms.

Lowell

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