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AccountOpeningBonusDude
AccountOpeningBonusDude (@guest_1805211)
February 28, 2024 23:17

Apologies if this is a repeat question, but I didn’t see any post or comment like it. At tax time, it seems clear that we should report any interest earnings that are on the 1099-INT forms. And presumably, even if a bank doesn’t send a 1099-INT form, we should self-report. However, what if the 1099-INT does not match the actual money I made from them?

For example, at SoFi bank, I made $250 from the account opening bonus, and then additional interest beyond that. The amount on my 1099-INT corresponds to the extra interest (~$100), and the $250 is not included. Should I report that as well or stick to the amount on the 1099-INT? Just wondering if anyone has experience with any part of this situation. Thanks!

Baklava23
Baklava23 (@guest_1803730)
February 27, 2024 10:51

Did anyone get a 1099-INT from Truist bank for their $400 bonus? Do you have Truists info so I can self report.

AccountOpeningBonusDude
AccountOpeningBonusDude (@guest_1805200)
February 28, 2024 23:07

I received the Truist bank $400 bonus and did not receive a 1099-INT. I closed the account but that shouldn’t matter. I was curious as well.

Tom MacDonald
Tom MacDonald (@guest_1803028)
February 25, 2024 23:40

I miss the good old days when all your tax forms came to your mailbox at the end of the driveway.

mothman69
mothman69 (@guest_1803088)
February 26, 2024 07:33

Don’t forget also having to walk uphill both ways in the snow!

Neil
Neil (@guest_1802987)
February 25, 2024 19:32

Has anyone received from Truliant? Did they not send 1099 out because it was a gift card?

Luke
Luke (@guest_1802703)
February 24, 2024 21:23

I did the Wells Fargo 300 checking bonus first and then did the 2500 upgrade bonus. Just received the 1099 for the 2500, but the 300 bonus is not shown, anyone in the same situation?

Delta Community CU only sent the 150 bonus in 1099, the referred bonus 100 is not included in 1099.

Still haven’t received Truist, Georgia’s Own CU, US Bank, Q.ai

Pratham
Pratham (@guest_1801885)
February 23, 2024 01:47

Hi, just something that may help someone here! If you’re an international student in the US, you’re exempt from reporting any 1099-INT or other interest related income. You should still attach it to your tax return but don’t have to pay taxes on it!

WF
WF (@guest_1801315)
February 21, 2024 23:52

Acorns, Webull 1099 available for download today

Alec
Alec (@guest_1801257)
February 21, 2024 21:34

Did anyone get a 1099 for the $250 Amex Line of Credit bonus?

Pratham
Pratham (@guest_1801884)
February 23, 2024 01:45

Got one for Amex Rewards Checking

Avi
Avi (@guest_1801177)
February 21, 2024 18:48

Can someone please post the bank info for Chime 1099s? Bank name, address, EIN, etc. I closed my account and they’re making it impossible for me to access my 1099. Thank you!

L
L (@guest_1801577)
February 22, 2024 14:42

Not sure this info is necessary since it’s a 1099-INT, not a 1099-MISC, but here you go:

THE BANCORP BANK, N.A.
PO BOX 5017
SIOUX FALLS, SD 57117
1-844-244-6363

TIN: 20-2111361

Avi
Avi (@guest_1801595)
February 22, 2024 15:02
  L

L Thanks! You’re right, just needed the bank name and TIN. But now I have an issue because someone else told me their 1099 was from Stride, and I don’t know which bank my funds were held at! Not sure what to do.

L
L (@guest_1801597)
February 22, 2024 15:05

I’d just put Chime and list the $ amount. You don’t need the TIN when filling out the tax form.

Avi
Avi (@guest_1801607)
February 22, 2024 15:17
  L

L You are so right! Thanks for the advice.

Davis
Davis (@guest_1800710)
February 20, 2024 17:19

Did anyone get an email from [email protected] on 2/14 saying that you have a new tax document in your #### investment account? I can’t figure out what account this is for.

Sue
Sue (@guest_1800733)
February 20, 2024 17:54

Maybe bumped.com

Davis
Davis (@guest_1800753)
February 20, 2024 18:34

I do think it is bumped. I will call Apex tomorrow. Thank you

PaulinTexas
PaulinTexas (@guest_1800741)
February 20, 2024 18:14

Davis It should be for Titan – I’ve had their account for the last two years.

Davis
Davis (@guest_1800749)
February 20, 2024 18:27

I had that account but I closed that in 2022. I was able to log in but I don’t see any tax form there.

PaulinTexas
PaulinTexas (@guest_1800758)
February 20, 2024 18:45

Davis When I signed into Apex there was info that explained who the documents were from & how to authenticate so you could download.

It will be interesting to see if who else uses APEX. Please update when you get to the bottom of this.

ShawntheShawn👈🏾
ShawntheShawn👈🏾 (@guest_1800813)
February 20, 2024 20:57

Mine was for Webull Davis

Davis
Davis (@guest_1800818)
February 20, 2024 21:00

Webull says it will have mine ready by 2/29

sg77
sg77 (@guest_1800886)
February 21, 2024 01:42

Even though Webull says Feb 29 for mine, I got an email from Apex on 2/15 that was for Webull, and the Webull website had the 1099 available for me to download (strangely the download button at the top was dimmed, and it still says Feb 29, but if I click on “2023 Tax Document” below that, it downloads. (But I’m going to check again later anyway, in case they make changes.)

The account number in the email matched the last 4 of my Webull account (and I use different email addresses for each account; this email went to the email I used for that Apex account, not my Webull email).

Slick Nick
Slick Nick (@guest_1801092)
February 21, 2024 15:45

Davis Q.ai also uses Apex

Joanna Walters
Joanna Walters (@guest_1800851)
February 20, 2024 22:59

I got that for Trading.com but I don’t even know if that was posted on DoC.

Papas
Papas (@guest_1802024)
February 23, 2024 11:11

Got the same, it’s most likely liquidation transactions from Bumped.

Phil
Phil (@guest_1803965)
February 27, 2024 17:03

I got one on that day for Public.