All firms · Brokerage
When does SoFi Invest send a 1099?
SoFi lists the consolidated 1099 for Invest accounts as available by February 15, 2026. A recurring typical date beyond that season is not stated.
Typical release
Unverified Unverified. We did not find a recurring typical date on an official page.
What the company published for a specific season
SoFi’s Invest tax-form article lists consolidated 1099 delivery as 2/15/2026. SoFi has also said the consolidated statement is available by February 15 and may be ready earlier.
Corrected forms
Unverified Unverified. We did not find a typical correction window on an official page.
Forms
Consolidated 1099 Verified
SoFi says Apex produces a consolidated 1099 for taxable investment accounts with dividends or realized gains and losses, and describes reporting for sales, dividends of $10 or more, and interest of $10 or more.
1099-MISC Unverified
Not named on the SoFi Invest pages we checked.
1099-DA Unverified
Not mentioned on the SoFi Invest pages we checked.
Tax software import
Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.
| Software | Status | What the source says |
|---|---|---|
| TurboTax | Unverified | No official import statement found. |
| FreeTaxUSA | Unverified | No official import statement found. |
| H&R Block | Unverified | No official import statement found. |
| TaxAct | Unverified | No official import statement found. |
| Koinly | Unverified | No official import statement found. |
| CoinLedger | Unverified | No official import statement found. |
Tax software sites
These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.
Questions people ask
When does SoFi Invest send a 1099?
SoFi lists the consolidated 1099 as available by February 15, 2026. That is a season date. A recurring typical date is unverified.
Who produces the SoFi Invest 1099?
SoFi says Apex creates the consolidated 1099 for member accounts with reportable activity such as sales, dividends, or interest above the thresholds SoFi lists.
Which tax software imports a SoFi 1099?
Unverified. SoFi was not on the TurboTax partner list we read, and we did not find an official SoFi page naming TurboTax, FreeTaxUSA, H&R Block, TaxAct, Koinly, or CoinLedger.