- Payslips
- Interest & dividends
- Stock sales
- Small business
- Home & property
- Retirement
- Advanced
- Past, present, future
- What-ifs
Interest & dividends
Every account, one running total.
Interest and dividends add up from your statements all year, before the 1099s arrive.
1
Your statements come in
Upload a statement from each bank and brokerage. No logins, no linking.
- High-yield savings June statement+$118 interest
- Brokerage June statement$412 dividends
- Treasury bills Matured Jun 20$160 interest
2
The total builds all year
Interest, dividends and the qualified share, by account. Treasury interest stays off your state return.
Interest and dividends2026 so far · Example
| Account | Interest | Dividends | Qualified |
|---|---|---|---|
| High-yield savings | $1,412 | — | — |
| Brokerage | $186 | $2,310 | $1,960 |
| Treasury bills No state tax | $640 | — | — |
| Total | $2,238 | $2,310 | $1,960 |
3
Your 1099s are checked
When the forms arrive in January, Pfifi matches them to your statements and flags any difference.
- Matches1099-INT$2,238
- Matches1099-DIV$2,310
- 15% rateQualified dividends$1,960
Also included
- Qualified vs. ordinary. Qualified dividends get the lower capital-gains rate.
- State-exempt interest. Treasury interest kept off your state return.
- Foreign tax on funds. Picked up from your 1099-DIV for the credit.
- Corrected forms. A corrected 1099 replaces the original and shows what changed.
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