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What is a 1099-INT?

A 1099-INT is a tax form that shows all interest earned in the previous year. If you received more than $10 in interest through your Upgrade Savings account during the previous year, you will be able to access the 1099-INT form through your account dashboard by late January. 

Please note that if you have earned over $10 of interest over multiple Upgrade Savings accounts, your dashboard will have one 1099-INT for each account on file, so please make sure to review all your forms.

Simply log in to your Upgrade account, navigate to the Statements tab, and select the Savings Tax Forms link to view your 1099-INT form(s).

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