Any Cash account which earns at least $10 or more in interest will have a 1099-INT form generated for it.
1099-INT forms will be made available for download on the Personal Capital Dashboard by January 31st - Here's how to access (using the full web-browser):
- Select your name in the upper right corner of your dashboard
- Select Documents from the dropdown menu
- Click the Tax tab
Note: If your Cash account earned less than $10 in interest during the previous tax year, a 1099-INT form will not be generated for that Cash account.
If you did not receive a 1099-INT form for your Cash account and believe that you should have, please reach out to us at email@example.com for assistance.