Charles Schwab tax documents
Schwab’s composite 1099 packages brokerage, bank, and sometimes futures sections. Bond premium and OID lines confuse many filers.
Common pitfalls
- Multiple accounts rolled into one PDF
- Municipal bond tax-exempt vs. AMT interest
- Back-up withholding boxes on 1099-INT
Using BasilTax
Use the composite PDF; page references in BasilTax map extracted amounts to schedule lines.