All tax documents will be sent in hard-copy to the mailing address on file by the end of January with the exception of the 5498, which is mailed in May.
If you wish to access your year-end tax form(s) 1099-INT or 1098 online, please log into your Personal Online Banking or Business Online Banking. After selecting your account, please click on Documents and then View Associated Notices & Year End Tax Forms as shown below to view.
1099-INT: This tax form is for interest reporting. You will receive this document ONLY for interest that was earned in excess of $10 on your Savings, Money Market, or Certificate of Deposit account. For those customers with multiple accounts, you may receive more than one 1099-INT form.
1099-R: This tax form is for reporting IRA distributions to the IRS.
1098: This tax form is for reporting any interest or real estate tax escrow payments you made for your mortgage(s).
5498- The 5498 reports IRA contributions. This form is sent out in May due to the ability to contribute to the prior year up until tax day. This document is for informational purposes only and is not required to file with your tax return.