Will I receive a 1099-INT form for my taxes?
Yes you will! If you earned more than $10 in interest in the previous calendar year from a single savings account, or $10 total from multiple savings accounts. You can find your 1099-INT form(s) for the previous year on your account dashboard by late January.
Please note that for a joint account, both holders can see the 1099-INT but only the holder who initiated the original joint application will be listed as account owner on the 1099-INT.
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).
Articles in this section
- Are there any annual fees associated with the Performance Savings account?
- Can I close my Performance Savings account and keep my Rewards Checking Preferred or Rewards Checking Plus account through Upgrade?
- Can I keep my Performance Savings account if I close my checking account through Upgrade?
- Can I make a payment to my Upgrade credit product(s) from my Performance Savings account?
- Does the Performance Savings account offer overdraft protection?
- How can I access money in my Performance Savings account?
- How do I know I qualify for a Performance Savings account?
- How does the Custodial Deposit Program work for Performance Savings?
- What are the transfer limits on my Performance Savings account?
- What is a 1099-INT?