Your individual tax documents will be prepared based on the SoFi products you have. You may also receive other 1099 tax documents if you received $10 or more of interest and certain rewards activity that the IRS regulations treat as interest (including the welcome bonus) on 1099-INT and $600 or more of rewards and bonuses (including the referral bonus) on 1099-MISC.
Please note, not all Members will need tax documents for their SoFi account.
Check out which documents you should expect on the Tax Information for SoFi Products page.
You can find any tax documents you qualify for in your Document Center.
For additional tax information on specific SoFi Products, please visit: