Your individual tax documents will be prepared based on the SoFi products you have. You may also receive tax documents if you received bonuses from SoFi totaling greater than $599 in the year.
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.
For additional tax information on specific SoFi Products, please visit the product-specific pages below.
SoFi Money
SoFi Invest
Crypto
Student Loans
Personal Loans
Home Loans