Investment Brokerage Clients
(For example: Charles Schwab)
Some accounts may not receive a tax form when the IRS "de minimis" rule applies or if they are retirement account where distributions do not occur during the tax year.
Schwab uses a phased approach to produce and send tax forms to clients.
2025 Tax forms (1099 Composites) will be available online and mailed on:
Schwab 1st Production Run: January 31st
Schwab 2nd Production Run: February 14th (This applies to most people)
Schwab 3rd Production Run: February 28th
You can download 2025 tax documents once logged into your online portal:
Schwab: http://schwaballiance.com
Schwab's online portal support phone number is 800-515-2157.
Marketplace Healthcare Clients
Marketplace Health insurance clients can find their 1095a by logging-in to their Health Sherpa Account: https://www.healthsherpa.com/sessions/new