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What reporting and tax forms do I receive?

Updated this week

From Schwab: Regular brokerage statements and annual tax forms (Form 1099-B for realized gains and losses, Form 1099-DIV and 1099-INT if applicable). These are the same forms you’d receive from any taxable brokerage account.

From Cache: In-app visibility into realized short-term and long-term losses, net tax dollars harvested, and ongoing gains and losses as they accrue. This is informational reporting, not a replacement for official tax forms.

Cache does not issue tax forms or provide tax advice. All official tax reporting comes from Schwab. You (or your tax advisor) determine how harvested losses are applied on your return.

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