Current tax rates and rules.
Some years, there are sweeping changes to the tax laws and rates. Other years, changes may be minimal. Either way, we’ll help you stay on top of issues that may affect your investment decisions and the amount of taxes you pay.
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Federal income tax brackets
Estimate your tax bracket to better understand the tax implications of your financial decisions. -
Dividends and capital gains tax
Are your dividends ordinary or qualified? It makes a difference in how they’re taxed. -
IRA & 401(k) tax rates, rules, and limits
Learn about contribution limits and eligibility rules on deductions for retirement accounts. -
Medicare and Social Security tax rates
See how health care legislation passed in 2013 increased Medicare withholding for top earners.
Tax resources and guides.
From finding the forms you need to learning how to calculate the cost basis of your investments, the information you need is right here.
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Where are my tax forms?
Where to find Forms 1099 and when to expect them. -
End-of-year tax tips
Take advantage of these smart strategies before year-end that may help minimize your taxes. -
Tax-advantaged investments
Diversification is about more than asset allocation. Learn about diversifying investments for tax purposes. -
Cost basis
See how the method you use to determine cost basis can affect your tax burden.
What’s new.
Learn more about changes in the eligibility for deductions and exemptions, as well as adjustments to tax brackets.
Additional resources.
We're here to help
Clients of independent investment advisors: You may also contact your advisor or call Schwab Alliance at 800-515-2157.Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner or investment manager. Schwab does not provide legal or tax advice.
Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.