If you earned more than $10 in interest from your Personal Capital Cash account, a 1099 form will be issued to you within your dashboard before January 31st. You can access this form from the Taxes section of your Document Vault.
To access this document, log in to your Dashboard on the web:
- Mouse over your name in the upper right corner of your dashboard.
- Select Documents from the dropdown menu
- Click the Taxes tab
You can see how much interest you have earned for your Cash accounts by viewing your Transactions and searching for the description "Interest Paid By Program Bank". Make sure you set the date range to include the first month after you opened your cash account to see the total interest earned.