Tax Forms

Some tax forms are generated automatically at the start of each year, and providing them to your customers is a regulatory requirement.

While Unit generates some tax forms in line with detailed regulatory requirements, you are responsible for following all IRS and regulatory guidelines and distributing those forms to your customers.

Note

Note that the IRS requires you provide tax forms to customers using postal mail unless you've obtained consent from them and followed notice, delivery, and other requirements outlined by IRS guidelines, in order to deliver the forms electronically. To opt out of mail delivery, please contact Unit.

Suggestion

We recommend listening to webhooks to be notified when a tax form is created or when an update to an existing form is available (usually in response to a request to amend an issued form).

Suggestion

The interest relevant to a 1099-INT is the interest that was paid during the relevant tax year (e.g. the interest accrued in December 2023 is paid in January 2024 and will be included in the 1099-INT issued in 2025).

Supported Tax Forms

Form Type	Description
1099-INT	Reports interest income earned on deposit accounts

Related Resources

• APIs - Retrieve and list tax forms
• Events - Webhook events for tax form creation and updates
• Resources - JSON:API resource schemas