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Investors & landlords
You'll have to ask Charles Schwab for a definitive answer.
That said, I agree with NCperson, you will not get a form 1099-B or any other tax form for that transaction. As USAA said, it's a "non-tax exchange".
What you can expect is separate 1099-Div(s) from USAA and Charles Schwab, for the dividends paid before and after the exchange.
‎November 28, 2020
4:28 PM