📌 Please note that you'll need to have Adobe Reader installed to download the filled form, otherwise your downloaded form may contain blank fields
As tax season approaches, we understand the importance of having all the necessary documents at your fingertips. We are pleased to inform you that your 1099-INT tax form is now available for download.
The interest received from the bonds is subject to federal and state (where applicable) income tax. Bond interest is taxed as interest income, not as capital gains. Capital gains tax rates apply only to assets that are appreciated when sold, like stock or cryptocurrency. As per current laws, any earned interest exceeding $10 in an Individual, or Business, LLC account year will be reported to the IRS.
Please note that a tax form is generated for each offering, as well as for each Worthy account you have if you have more than one (like if you hold bonds in both an individual and business account).
To access your 1099-INT, please follow these simple steps:
Log into your Worthy account
Navigate to your Settings
Select Document Downloads, and then the offering from which you'd like to download a tax form
Forms will only be generated for offerings that you generated interest in
Worthy Peer Capital and Peer Capital 2 have unique tax circumstances. If you have questions about your 1099, please contact support
Select the Tax Form 2023 button to begin your download
Please ensure your address and other personal information is accurate and up to date on the 1099. If your information has changed, you can update it in Settings and the changes will reflect on your 1099 when you redownload it.
If you have any questions or need assistance, our customer support team is ready to help. Please note that the information provided in your Tax Form 1099 is crucial for filing your taxes accurately. If you have multiple accounts with us, ensure that you download the relevant form for each account.
Thank you for choosing Worthy for your financial needs. We appreciate your trust and are committed to providing you with excellent service.
Thank you,
Team Worthy