If you have an investment account, you might need to file tax forms. Click here to learn about common tax forms investors can receive, and what you should do with them.
WHERE TO FIND YOUR 2023 TAX DOCUMENTS ON CHARLES SCHWAB
- Login to your Schwab Alliance account.
- Click “Accounts”, then select “Statements”.
- You should see a 1099 Dashboard appear during tax season – this is where you will be able to find your forms.
Click here to view/download PDF instructions. Click here to view a video tutorial to find your tax forms. Tax forms will be available online and mailed no later than February 29, 2024.
WHERE TO FIND YOUR 2023 TAX DOCUMENTS ON BETTERMENT
- Login to your Betterment account.
- Click on “Documents” and select the “Taxes” tab
When forms are released, you will receive an email from us letting you know what forms are available and where to find them.
Click here to view Betterment’s tax season calendar, where they outline the dates different forms will become available.
WHERE TO FIND YOUR 2023 TAX DOCUMENTS ON FIDELITY
- Login to your Fidelity account.
- Under the section “Account Type”, click on the account and then click on “Tax Forms” tab.
If you are having trouble accessing your account, you can call Fidelity directly at (800) 343-3548 for support. Tax forms will be available online and mailed no later than March 6, 2024.
SOME ACCOUNTS MAY NOT RECEIVE A TAX FORM
It's common for our custodians to apply Internal Revenue Service (IRS) "de minimis" rules to determine if a tax form needs to be produced for the 2023 tax year. This will decrease the amount of tax forms generated and allow for fewer corrections.
A form may only be produced for an account when at least one of the following conditions are met:
- The account receives at least $10 in dividend income.
- The account receives at least $10 in interest, royalties, or original issue discount (OID) income.
- A Form 1099-B reportable transaction occurs in the account (e.g., a sell or a buy to cover).
If the account did not include any of these activities, a 1099 may not be generated for 2023.