When To Expect Your Tax Forms
In addition to receiving printed versions of your tax forms, you’ll also receive electronic copies (to view your electronic tax forms, log in to online banking and click the “eStatements” tab). Electronic versions will be uploaded as they are mailed and so will be available shortly before the physical copies arrive.
If a tax form needs to be updated, a new form will be mailed to you (in these cases, please use the paper form to prepare your filing).
| Mailed By | Form Number and Description |
|---|
| 01/31 | 1099-Int – This form reports dividends earned in excess of $10.00 (accounts that have earned less than $10.00 are not reported). |
| 01/31 |
1099-R – This form reports any money withdrawn from an IRA account (distributions).
|
| 01/31 |
1099-SA – This form reports any money withdrawn from an HSA account (distributions). |
| 01/31 | 1098 – This form reports the interest paid on mortgage and home equity loans (only sent for interest over $600). |
| 05/31 | 5498 – This form reports any money deposited into an IRA account (contributions). |
| 05/31 | 5498-SA – This form reports any money deposited into an HSA account (contributions). |
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