We think descriptions of the tax documents you might receive can be useful if you're having your taxes professionally prepared or using your favorite tax preparation software.
| Tax Document | Description |
| Consolidated 1099 | 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID |
| 1099-B | Sales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash. |
| 1099-C | Reports a canceled or forgiven debt of $600 or more. |
| 1099-DIV | Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions. |
| 1099-INT | Interest income of $10 or more; federal and foreign tax withheld. |
| 1099-MISC | Rent or royalty payments, substitute payments of $10 or more, and other income totaling $600 or more. |
| 1099-OID | Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more. |
| 5498 | Reports your IRA contributions to the IRS. |
| 1098-E | Generated if you paid at least $600 in student loan interest during the year. |
| 1098-INT | Used to report $600 or more of interest and related expenses paid on a mortgage during the tax year. |
You can find any tax documents you qualify for in your Document Center.
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