An Empower Personal Cash account which earns at least $10 or more in interest will have a 1099-INT form generated.
- Important: If you are an investment client and want to access tax documents for your investment account(s), please contact your Advisor.
- For Empower 401K clients, please call 855-756-4738
- For Empower Premier Investment or IRA accounts, please call 877-788-6261
Frequently Asked Questions
Hold on! Is your Cash account open under the Empower 401K Dashboard experience? If so, click this LINK. Otherwise, please see some common 1099-INT FAQs...
When will the 1099-INT for my Empower Personal Cash account be available?
1099-INT forms will be made available for download on the Dashboard by January 31st.
My Empower Personal Cash account earned less than $10 in interest. Will I still get a 1099-INT form?
No. If your Empower Personal Cash account earned less than $10 in interest during the previous tax year, a 1099-INT form (for that year) will not be generated for that Cash account.
I don't see a 1099-INT form for my Empower Personal Cash account, should I have received one?
If you did not receive a 1099-INT form for your Empower Personal Cash account and believe that you should have, please email us at cash@personalwealth.empower.com for assistance.
How can I view my 1099-INT on the Dashboard?
- Select your name in the upper right corner of your dashboard
- Select Documents from the dropdown menu
- Click the Tax tab
How can I view my 1099-INT on the mobile app?
- Select the gear icon in the upper right corner of the mobile app
- Under Quick Actions, select "View documents"
- Click the "All categories" box, and select the "Tax" option
Can I receive a paper copy of my 1099-INT?
No. Empower Personal Cash 1099-INT forms are only available on the Empower Dashboard and mobile app.
What if I've deleted the Dashboard that my Cash account was opened under?
Please contact UMB Bank (our partner bank) at empowerpersonalcash@umb.com and request that a copy be sent to you securely.
- Note: UMB may require additional information to locate your 1099-INT form and/or verify your identity.