How to access your tax documents through Raisin

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Our exclusive marketplace of savings solutions from federally insured banks and credit unions gives you the freedom to spread your funds across multiple financial institutions. Plus, since your one Raisin login gives you complete access, you don’t have to remember multiple logins and passwords in order to hold savings products from multiple banks and credit unions.

Another great benefit of having a single Raisin account is that, come tax time, you don’t need to track down tax documentation from every separate bank or credit union. The Raisin platform makes things as easy as possible, offering you access to all of your 1099-INTs in one place.

How does Raisin handle taxes?

With your Raisin account, you receive 1099-INTs for years during which you earned $10 or more in interest via Raisin. This form will be made available in your Raisin account on or before January 31. Please note that while your savings products are accessed through your Raisin account and are offered by our network of partner banks and credit unions, neither Raisin nor the bank or credit union where your funds are held will appear as the payer on your tax documents. The payer will be the custodian bank that holds funds for your benefit. For more information on your Raisin tax documents, please click here.

If you have any further questions about your tax documentation, please contact Raisin customer service by email at or by calling 844-994-EARN (3276) (Monday to Friday from 9:00 a.m. - 4:00 p.m. ET).

How do I access my Raisin tax documentation?

Your Raisin tax documents can be accessed through your Raisin account. Log into your account, then click Documents at the top of the page. You will first see your monthly statements. From here, click Tax Documents. You will be brought to the most recent tax year. If you are looking for documents from a previous tax year, click the drop-down menu in order to select the year you need.

Please note that you may not have tax documents for all years available in the drop-down menu. You will only receive tax documents for years during which you earned $10 or more in interest via Raisin.

If you have a joint account, only the primary account holder is able to access tax documents for any shared accounts.

How do I declare interest earnings for the specific products that I hold?

Raisin is proud to be your partner in optimizing your savings. For further assistance with declaring interest income, however, we recommend consulting a tax professional.

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