Before you start · Charles Schwab
Downloading your Schwab statement for Schedule FA
Schwab issues your statements as PDFs. You don’t convert or re-key anything — the PDF drops straight into an upload as-is.
Where to look
On schwab.com
- Open your Schwab statements. From schwab.com, go to Accounts → Statements & Tax Forms.
- Cover both account views if you have both. Use the account dropdown to check both Equity Award Center (RSUs) and your Individual brokerage account — they’re the same login, not separate sites, and each needs its own statements if you have both.
- Download every statement through 31 December. Download each monthly or quarterly PDF statement that falls in the calendar year you’re filing, through 31 December, for every account view you use, plus the Year-End Summary if one was issued.
- Add a Transaction History export if you have one. If you’ve already exported an Equity Award Center Transaction History for the year, include it too — it can fill in vest and sale detail the statements alone don’t show.
- Keep the PDFs as-is. Drop the PDFs in as-is — no conversion needed.
Why it matters
One statement per lot's calendar year
Schedule FA runs on the calendar year (1 Jan – 31 Dec), not the April–March financial year the rest of your ITR uses — so grab every statement that falls inside the calendar year you’re filing, plus the Year-End Summary if Schwab issued one. If you held a lot bought in an earlier year, you’ll also need that year’s statement to get its real purchase date and cost — see the guide’s note on one row per lot.
Last reviewed 27 July 2026 by GetScheduleFA.
Have your PDFs? Upload them as-is.
No conversion needed. We read the PDF directly and build every Table A2/A3 row from it — see the full method for how.
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