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Round-Ups® & Linked Accounts

Articles you can use regarding your investment (Acorns Invest), retirement (Acorns Later), and custodial (Acorns Early) accounts.

Investing With Acorns

Step-by-step articles on the most common questions about your Acorns Checking account, Mighty Oak Card, Emergency Funding, setting up direct deposit, paycheck split and more.

Acorns Banking

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Account Statements & Tax Forms

Learn more about GoHenry and how to take advantage of this unique platform.

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Will I be provided with the proper tax forms?

What is a 5498 tax form?

What is a 1099-R tax form?

What’s a 1099-INT tax form?

What’s a 1099-MISC tax form?

When do I get my 1099 tax form?

What is a 1099-DIV/B tax form?

Why did I not receive any tax forms from Acorns this year?

Why did I receive a 1099 tax form?

How do I read my 1099 tax form?

Why do I need to report a 1099 tax form to the IRS?

Why do I need to wait for my 1099 tax form?

How will I get my 1099-MISC tax form?

What do I do with my 1099-MISC form?

Do I have to pay taxes on money I make through my Acorns account?

How do I get my 1099 tax form when my account is closed?

How will I know when my forms are ready?

Issues with uploading my tax form

Tax Information

Can I review my prior Acorns Checking account statements and transactions?

How do I view my tax reports, statements, and confirmations?

Statements & Verification Letters

What is a Statement of Financial Condition?

Statements & Confirmations

Can I change the name on my account to the name of my Trust or add my Trust as a beneficiary?

What is a Prospectus?

Acorns Help Center

Account Statements & Tax Forms

Tax Information

Statements & Confirmations

Other Documentation

Acorns Help Center

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Tax Information

Statements & Confirmations

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