What tax documents will I receive?

Since your Evergreen Wealth account has both a High Yield Checking account and a High Yield Savings account, you may receive up to two tax forms at the end of the year.

If your Evergreen Checking Account accrues more than $10.00 of interest at the end of the year, you will receive a 1099-INT from Evergreen Wealth.

If your Evergreen Savings Account accrues more than $10.00 of interest at the end of the year, you will receive a 1099-INT from Evergreen Wealth.

If you have any additional questions, please contact us via secure in-app chat or by calling 1-888-884-0557.