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When to Expect a Tax Form from Us

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When to Expect 1099-INT and Form 1098

There are several tax reporting forms issued by all financial institutions. Here’s a rundown of different types and when you might receive one from us.

Form 1099-INT

You’ll receive this form if you earn $10.00 or more in dividends on your accounts in a calendar year. They are sent out in January.

Form 1098

If you pay $600.00 or more in interest on a real estate-secured loan (mortgage, home equity, etc.) you’ll receive this form by mail at the beginning of the following year.

Other less common tax forms you may receive from us include:

  • 1099C - Debt Discharged
  • 1099R - IRA Distribution Totals
  • 1099SA - HSA Distribution Totals
  • 1099Q - Coverdell ESA Distribution Totals
  • 5498 - IRA Fair Market Value

If you’re signed up for e-statements on Online Banking, tax forms can be found under the Account tab by selecting Statements & Documents. If you don’t receive e-statements, tax forms will be mailed to you. Mortgage-related tax statements are not available online and will be mailed.

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