Get your taxes done using TurboTax

You chose to go with C. Schwab so you will have to live with the supporting docs they provide.

You should be asking Schwab Customer Service this question.

If they are any good at customer service, they should be able to answer it.

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If you transferred funds in-kind, you should be able get the same fund documents from the fund company that you got last time, e.g. breakdown of municipal income by state.