Skip to main content

2021 Tax Documents

Image Sample of 1099

Every year during the months of January and February, we receive calls from clients asking, “When will I receive my 1099/1099-R’s?”.   We understand that tax season can be a stressful time, so we want to make it as easy as possible for our clients. 

If you took money from a Schwab retirement account a 1099-R will be generated in mid January and mailed to you (if you have elected paper copies). They are available to view/download on the Schwab site currently.

If you have taxable accounts with Schwab the 1099-DIV/Gain Loss Reports are generated after February 15th, viewable online soon after and start arriving in people’s mail 10-14 days later.

Schwab has created a 1099 Dashboard, providing you with a fast, personalized way to check the expected availability dates for your eligible brokerage accounts.  (Remember, a 1099 will be issued if there was taxable activity in 2021.)  You can access the dashboard online at or via the Schwab Mobile app.  You will need your Schwab Alliance User ID and password to sign in.

​If you do not have a Schwab account, please disregard as this does not apply.

As always, please let us know if you have any questions.