Your 2016 tax documents will be mailed no later than January 31, 2017. They will also be available for viewing through Online Banking at that time.
Form 1099-INT, Interest Income
You will receive a Form 1099-INT if you earned more than $10 of interest in 2016.
Form 1098, Mortgage Interest Statement
You will receive a Form 1098 if you paid mortgage interest of $600 or more per loan. Please be aware that you may also receive multiple Form 1098s for the same loan. Please retain all of the Forms for preparation of your taxes.
Once you’ve been notified that your tax documents are available in Online Banking, you may access them by following these simple steps:
- From Online Banking, select eStatements & Notices under the Accounts tab
- Choose the account you’d like to access
- Select 2016 Year-End Tax Forms
- Click the View Statement button
If you haven’t received your tax documents by February 10, 2017, and believe you should have, please contact Customer Care 24/7/365 at 800-236-8866.