Download your 1099-INT from Relay on desktop if your savings accounts earned more than $10 in interest during the tax year.
What you need before you start
A desktop browser (the 1099-INT download isn't available in the Relay mobile app)
A Relay savings account that earned more than $10 in total interest during the tax year
A role of Super Administrator, Administrator, or (for invited accountants and bookkeepers) Manager
When does Relay send my 1099-INT?
Relay's service provider mails 1099-INT forms to your business mailing address in early February each year, and delivery typically takes 8 to 10 business days. Forms only generate if a savings account earned more than $10 in interest during the tax year.
If you don't see a mailed form by mid-February, you can download it yourself from your Relay dashboard using the steps below.
How do I download my 1099-INT from Relay?
Follow these six steps to download the PDF directly from your Relay dashboard.
Sign in to Relay on a desktop browser at app.relayfi.com.
Open the Accounts tab in the left sidebar.
Select the savings account you want the tax form for.
Click the three vertical dots in the top right of the account view.
Click Download Tax Forms.
Select the tax year (or years) you want and download the PDF.
If you have multiple savings accounts under one business, you'll only find one 1099-INT per business. It aggregates the interest earned across all of that business's savings accounts.
Who on my team can access the 1099-INT?
The Super Administrator and any team member with Administrator access can download the 1099-INT. Invited accountants and bookkeepers can also download it if they have Super Administrator, Administrator, or Manager access.
If a teammate can't see the Download Tax Forms option, ask a Super Administrator to update their role. See Editing permission levels for how to change roles.
What if I have multiple businesses on Relay?
Each business on your login gets its own 1099-INT. Switch to the business you need the form for, then follow the six steps above. A business that didn't earn more than $10 in savings interest during the tax year won't have a form to download.
Does Relay issue any other 1099 forms?
Relay only issues 1099-INT forms. If you need 1099-MISC or 1099-NEC forms for vendors or contractors you paid from Relay, generate them through your accounting software or payroll provider.
Common issues
"Download Tax Forms" isn't visible. You're likely signed in on the mobile app or you don't have the right role. Switch to a desktop browser and confirm your role with a Super Administrator.
No form for the tax year you need. The savings account didn't earn more than $10 in interest that year, so no form was generated.
Wrong mailing address on the mailed form. Update your business address in Relay so next year's form ships to the right place. See Updating your business and billing address on Relay.
Form shows an old business name. Update your legal business name in Relay. See Updating your business name on Relay.
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