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 Premier Savings account?
- Does the Premier Savings account offer overdraft protection?
- How can I access the money in my Premier Savings account?
- How do I deposit funds into my Premier Savings account?
- How do I know if I qualify for a Premier Savings account through Upgrade?
- How does the Custodial Deposit Program work for Premier Savings?
- How long will it take for my deposited funds to reflect in my Premier Savings account?
- Is there a maximum amount I can keep in my Premier Savings account?
- Premier Savings Details
- What are the ACH transfer limits on my Premier Savings account?