📌 Please note that you'll need to open your tax form in Adobe Reader or another installed PDF reader, otherwise your form may contain blank fields
As tax season arrives, 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 directly from your account.
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. As per current laws, any yearly, constructively-received interest exceeding $10 in an Individual or LLC account will be reported to the IRS.
Please note that a tax form is generated for each offering, as well as for each Worthy account if you have more than one (such as if you hold bonds in both an individual and business account, or in both Worthy Property Bonds 1 and 2 within the same 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 accrued more than $10 in liquid interest.
Worthy Peer Capital, Peer Capital 2, and Community Bonds have unique tax circumstances. If you have questions about your 1099-INT, please contact support.
Select the Tax Form 2025 button to begin your download
Please ensure your address and other personal information is accurate and up to date on the 1099-INT. If your information has changed, you can update it via Settings > Profile settings > Profile information and the changes will reflect on your 1099-INT when you redownload it.
My tax form is blank, and I have Adobe Reader installed. What do I do?
If you have a PDF reader installed and your tax form still appears blank, it's likely that the form is opening in a browser tab or other non-secured location (rather than from your reader). To resolve this, try locating the file in your Downloads folder, then right-clicking that file to select Adobe or another system viewer:
Opening the file in a secure viewer should allow you to see the protected fields.
If you have any questions or need further assistance, our customer support team is ready to help. Please note that the information provided in your Tax Form 1099-INT 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