Reporting by form 

This page will provide you with helpful information about tax reporting by form. Click on a link below to view a specific article.

Introduction to tax forms
Schwab produces specific tax documents based on the type of account and reportable income received. The client will only receive the form(s) applicable to their financial situation. The amounts on the form(s) are reportable for the tax year indicated on the tax document.

Introduction to the Account Summary Report and Year-end Gain/Loss Report
The Account Summary Report (ASR) and Year-end Gain/Loss Report (YEGLR) are non-regulatory reports, created once per year to assist the client with tax reporting.