Your tax documents will be delivered electronically each year and will be available to download as a PDF in the app. You’ll also receive an email or text message with a secure link to access your documents. For members who received $10 or more in eligible bonuses in the tax year a 1099-INT will be issued. For members who received $600 or more in eligible bonuses in the tax year, a 1099-MISC will be issued.
To ensure you receive these important documents, make sure your Albert profile is kept up to date. To update your profile, follow the instructions here.
To access your tax documents in the app:
- Go to the profile tab (👤)
- Tap the menu icon
- Tap “Documents”
- Tap “Tax documents”
Your tax documents PDF can be viewed on a mobile device or computer using Adobe Acrobat Reader or any other PDF viewing software.
If you have trouble accessing your documents or to request a paper copy, text Genius at (639-37) or email firstname.lastname@example.org.
Albert does not provide tax advice. For specific questions, please consult a tax professional.