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.
- You can find any tax documents you qualify for in your Document Center.
- Go to Tax Preparation Support for SoFi Members for additional support on tax preparation.
SoFi Money & SoFi Checking & Savings |
Date Available |
Delivery Method |
1099-INT |
1/31/26 |
Paperless download |
| 1042-S | 3/15/26 | Paperless download |
SoFi Invest |
Date Available |
Delivery Method |
1099-R |
1/31/26 |
Paperless download |
1099-B, 1099-DIV, 1099-INT |
2/15/26 |
Paperless download |
5498 |
5/31/26 |
Paperless download |
SoFi Crypto |
Date Available |
Delivery Method |
| 1099-DA | 2/15/26 | Paperless download |
| Crypto TXN log | 2/15/26 | Paperless download |
SoFi Home Loans |
Date Available |
Delivery Method |
1098-INT |
1/31/26 |
Paperless download |
Personal Loans |
Date Available |
Delivery Method |
1099-C |
1/31/26 |
Paperless download |
Student Loans |
Date Available |
Delivery Method |
1098-E |
1/31/26 |
Paperless download |
Bonus Rewards |
Date Available |
Delivery Method |
1099-MISC |
1/31/26 |
Paperless download |
Debt Forgiveness, Negative Balance, Charged off Accounts |
Date Available |
Delivery Method |
1099-C |
1/31/26 |
Paperless download |