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 |
Date Available |
Delivery Method |
1099-INT |
1/31/23 |
Paperless download |
SoFi Invest |
Date Available |
Delivery Method |
1099-R |
1/31/23 |
Paperless download |
1099-B, 1099-DIV, 1099-INT |
2/15/23 |
Paperless download |
5498 |
5/31/23 |
Paperless download |
SoFi Crypto |
Date Available |
Delivery Method |
Transaction History |
2/15/23 |
Paperless download
|
Home Loans (Purchase or Refinance) |
Date Available |
Delivery Method |
1098-INT |
1/31/23 |
Paperless download via eDocs on the Loan Administration portal |
Personal Loans |
Date Available |
Delivery Method |
1099-C |
1/31/23 |
Paperless download |
Student Loans |
Date Available |
Delivery Method |
1098-E |
1/31/23 |
Paperless downloadNote: Your 2020 education loan interest paid to any prior servicer may be provided by that servicer. |
Welcome & Referral Bonuses |
Date Available |
Delivery Method |
|
1099-MISC Applicable to all SoFi Members (Money, Invest, Personal Loans, Student Loans and Home Loans) who earned over $599 in welcome & referral bonuses during a financial year. |
1/31/23 |
Paperless download when you opt-in to electronic document delivery. |
Debt Forgiveness, Negative Balance, Charged off Accounts |
Date Available |
Delivery Method |
|
1099-C Applicable to SoFi Money, Personal Loans, Student Loans |
1/31/23 |
Paperless download when you opt-in to electronic document delivery. |