NOTE: If you are coming from TD Ameritrade, you must use Document ID like you had done in the past by downloading the PDF from TAX center. I included the link below.
You'll need to import your Schwab and TD Ameritrade Form 1099s to your tax software separately.
- Schwab account tax data: Use your Schwab Login ID and password.
- TD Ameritrade account tax data: To import your tax information data up to the date of your account transition, select "TD Ameritrade" from the list of financial institutions, then use your Document ID and your 9-digit TD Ameritrade account number (both shown on the TD Ameritrade Consolidated 1099).
Schwab Tax Center | Charles Schwab
