Tax Information for SoFi Products – SoFi

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	1/31/24	Paperless download
SoFi Invest & SoFi Crypto	Date Available	Delivery Method
1099-R, Crypto TXN log	1/31/24	Paperless download
1099-B, 1099-DIV, 1099-INT	2/15/24	Paperless download
5498	5/31/24	Paperless download
SoFi Home Loans (Purchase or Refinance)	Date Available	Delivery Method
1098-INT	1/31/24	Paperless download (via eDocs on the Loan Administration portal)
Personal Loans	Date Available	Delivery Method
1099-C	1/31/24	Paperless download
Student Loans	Date Available	Delivery Method
1098-E	1/31/24	Paperless download Note: Your 2020 education loan interest paid to any prior servicer may be provided by that servicer.
Bonus Rewards	Date Available	Delivery Method
1099-MISC Applicable to all SoFi Members (Money, Checking & Savings, Invest, Personal Loans, Student Loans, and Home Loans) who earned $600 or more in bonus rewards during a financial year.	1/31/24	Paperless download
Debt Forgiveness, Negative Balance, Charged off Accounts	Date Available	Delivery Method
1099-C Applicable to SoFi Money, Personal Loans, and Student Loans.	1/31/24	Paperless download