Here's a breakdown of Tax Information by product. Click on the product name for other frequently asked tax questions related to each SoFi product.
- Visit the SoFi Tax Documents Center to access all relevant tax documents for the upcoming financial year.
- Go to Tax Preparation Support for SoFi Members for additional support on tax preparation.
SoFi MoneyTax Docs Applicable: 1099-INT |
SoFi InvestTax Docs Applicable: 1099-B, 1099-DIV, 1099-INT, 1099-R, 5498 |
SoFi CryptoTax Docs Applicable: Crypto taxation log |
Home Loans (Purchase or Refinance)Tax Docs Applicable: 1098-INT |
Personal LoansTax Docs Applicable: 1099-C |
Student LoansTax Docs Applicable: 1098-E, 1099-C |
Welcome & Referral BonusesTax Docs Applicable:1099-MISC |
Debt Forgiveness, Negative Balance, Charged off AccountsTax Docs Applicable:1099-C |