How will any investment gains be reported on my taxes?

Modified on Tue, 24 Oct 2023 at 09:42 AM

Any investment gains applied to your Save account will be reported on 1099 for tax purposes. At the end of every calendar year, you will receive an email notification advising of any available tax forms, if your account is eligible to receive the form. You will be able to access these tax forms in the statements tab via your online portal or the Save app. 

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