Thank you fanfare for your response and you're absolutely correct, I made the choice to go with Schwab and I'll have to live with what i get. However, my basic question remains the same as follows: What can I expect from Charles Schwab come late January with respect to the supporting documentation? In other words, I'm still looking for a Schwab client who has been down this road before. Oh by the way, please know that I will follow your advice and go back to the mutual fund company (USAA) that provided me the documents last January for tax year 2019.
