If you’ve earned less than $10 of interest and certain rewards activity that the IRS regulations treat as interest on 1099-INT (including the welcome bonus), tax documents will not be generated, This also applies to less than $600 of rewards and bonuses (including the referral bonus) on 1099-MISC.
You can find any tax documents you qualify for in your Document Center.
Please note: Tax forms are issued in the Name and SSN of the Primary Account Owner.
Forms cannot be updated to reflect the secondary account holder's name and/or SSN.
For additional tax information on specific SoFi Products, please visit: