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SoFi Checking and Savings Tax Documents
What tax documents will be prepared for my SoFi Checking and Savings accounts?

SoFi Checking and Savings Tax Documents

February 12, 2022 21:57
Updated

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Tax Document

Tax Document Schedule

Delivery Method

1099-INT

2/1

Online

USPS

1099-MISC

2/1

Online

USPS

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SoFi® Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. The SoFi® Bank Debit Mastercard® is issued by The Bancorp Bank pursuant to license by Mastercard International Incorporated and can be used everywhere Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

*SoFi members with direct deposit can earn up to 2.50% annual percentage yield (APY) interest on all account balances in their Checking and Savings accounts (including Vaults). Members without direct deposit will earn 1.20% APY on all account balances in Checking and Savings (including Vaults). Interest rates are variable and subject to change at any time. Rate of 2.50% APY is current as of 9/30/2022

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