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When does Charles Schwab send a 1099?
Schwab says it sends 1099 Composites in three waves: typically the end of January, mid-February, and the end of February.
Typical release
Verified Typically end of January, mid-February, and end of February
What the company published for a specific season
A Schwab schedule circulated for the 2025 tax year lists original 1099 Composite availability on January 30, February 13, or February 27, 2026, depending on whether issuer data is in. That PDF is not hosted on schwab.com, so the wave pattern above is the date language we treat as verified from Schwab’s own article.
Corrected forms
Verified Most corrected 1099s before the April filing deadline; some after
Forms
1099 Composite Verified
Schwab says each brokerage account gets a 1099 Composite and Year-End Summary combining the forms that apply to that account.
1099-B, 1099-DIV, 1099-INT Verified
Schwab’s overview lists these as the primary sections of the composite.
1099-MISC and 1099-OID Verified
Schwab says the composite may also include these when the account has royalties, substitute payments, or original-issue discount.
1099-DA Unverified
Not mentioned on the Schwab pages we checked.
Tax software import
Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.
| Software | Status | What the source says |
|---|---|---|
| TurboTax | Verified | Intuit’s TurboTax import partner list includes “Charles Schwab & Co., Inc.” |
| FreeTaxUSA | Unverified | No official import statement found. |
| H&R Block | Unverified | No official import statement found. |
| TaxAct | Unverified | No official import statement found. |
| Koinly | Unverified | No official import statement found. |
| CoinLedger | Unverified | No official import statement found. |
Tax software sites
These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.
Questions people ask
When does Charles Schwab send a 1099?
Schwab says the first wave is typically sent at the end of January, the second by mid-February, and a third at the end of February. You get a separate composite for each brokerage account.
What forms are inside a Schwab 1099 Composite?
Schwab lists 1099-DIV, 1099-INT, and 1099-B as the primary sections, and says 1099-MISC and 1099-OID may be included. A 1099-DA was not on the pages we checked.
When do corrected Schwab 1099s arrive?
Schwab says most corrected 1099s are sent before the April tax-filing deadline, and that a corrected form can also arrive after that deadline.
Sources
- What is a 1099 Composite tax form? (Charles Schwab)
- Schwab Form 1099 Composite (advisor video transcript) (Charles Schwab Advisor Services)
- TurboTax import partner list (Intuit)