TurboTax ® will be available for filing your tax documents from February 15 to October 15, 2024.
Banking documents
Investing documents
As a banking customer, will I receive any tax documents? As a banking customer, will I receive any tax documents?
Whether or not you get tax documents from us depends on the type of account you have, as well as how much interest you either paid or earned.
Checking, savings, or other deposit accounts: You’ll receive a tax document if we paid you $10 or more in interest on your account.
Mortgage and home equity accounts: You’ll receive a tax document if you paid interest on your loan.Brokerage accounts: You’ll receive a tax document if you were paid $10 or more in dividends or capital gains distributions.
Retirement accounts: You’ll receive a tax document if you were paid $10 or more from your retirement account.
Trust accounts: If you’re unsure if you should receive a tax document from us, contact your Relationship Manager for help.
You’ll receive tax documents from us if you:
You won’t receive tax documents from us if you:
Your interest, dividends, and proceeds can be found on your last statements for 2023. Keep in mind that the federal tax reporting requirements may result in different amounts appearing on your tax documents.
You can look at your last statement of the year to see if you paid or earned the minimum amount of interest to get one of these documents.
1098: You’ll receive this if you paid interest or received an interest refund on your mortgage loan.
1099-INT: You’ll receive this if you were paid $10 or more in interest on your checking, savings, or deposit account.
1099-DIV: You’ll receive this if you were paid $10 or more in dividends or capital gains distributions.
1099-B: You’ll receive this if you had capital gains or losses.
1099-R: You’ll receive this if you were paid $10 or more from your retirement account.
You may receive other tax documents for trust or brokerage accounts. Reach out to your Relationship Manager or Financial Advisor for more details.
We mail original tax documents no later than January 31, or by the IRS deadline of February 15 for brokerage accounts. You can usually expect to receive your tax documents by the third week of February or by the end of February for brokerage accounts.
You will get a paper tax document in the mail for your closed account. If you have another account with us that is active and has online access, you can download and print it, but you won’t be able to upload it to Turbo Tax® or Excel.
