Tax Season 2024

Guide to Understanding Your Taxes

Whether your goal is to lower your taxes or just file them on time, the key is preparation. To answer your tax questions, we’ve compiled a selection of informational articles on such key tax topics as capital gains, retirement savings, stock options, refunds, and more.

For questions about your SoFi account and taxes,
visit our Help Center.

Tax Forms

You’ll receive many documents during tax time. Here are the most common forms explained, and how to track down any that are missing.

Filing Your Income Taxes

Whether you’re preparing your return yourself or using a tax accountant, these how-tos and tips will help.

Getting Your Tax Refund

Expecting a tax refund? Learn about IRS refund processing times and how to get yours fast.

Investing & Taxes

Learn how investment income from dividends, interest, capital gains, and cryptocurrency is taxed.

Retirement & Taxes

Planning for retirement includes considering your current and future taxes. These articles will help you understand your options.

Employee Stock Options & Taxes

If your compensation includes equity, it’s important to know the tax implications.

Student Loans & Taxes

Learn how student loans and student loan forgiveness can affect your tax situation.

Self-Employed & Small Business Taxes

If you’re a small business owner or self-employed freelancer, doing your taxes can be involved. Get information here on your tax payments and benefits.

Frequently Asked Questions

Do you have more tax questions? SoFi has answers!

Tax IRS Resources

The following links can help you file, pay, and check on the status of your taxes.

TLS 1.2 Encrypted
Equal Housing Lender