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 available in Online Banking for those enrolled in e-statements in early January. They are also sent by mail 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 January.

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

Quick tips

• If you’re enrolled in e-statements in Online Banking, tax forms are located in Statements & Documents under the Account tab. You will also receive your tax forms by mail.
• Mortgage-related tax statements are only sent by mail. They are not available in Online Banking.