Tax Forms

We always aim to deliver your tax forms accurately and as quickly as possible after the end of the year.

Types of Forms We Produce

Below is a list of the forms we produce, and the reasons you may expect to receive one from us.

  • 1098 for mortgage interest paid; only produced if you paid $600+ in mortgage interest to us last year
  • 1099-A for acquisition or abandonment of secured property
  • 1099-C for cancellation of debt
  • 1099-INT for deposit account interest earned; only produced if you earned $10+ in interest with us last year
  • 1099-MISC for miscellaneous income earned
  • 1099-NEC for non-employee compensation earned
  • 1099-R for distributions from retirement accounts (IRAs)
  • 1099-S for proceeds from real estate transactions
  • 1099-SA for distributions from health savings accounts (HSAs)
  • 5498 for contribution activity to retirement accounts (IRAs)
  • 5498-SA for contribution activity to health savings accounts (HSAs)

Annual Mailing Dates for Forms

Mailed by January 5th: 1098, 1099-A, 1099-C, 1099-INT, 1099-MISC, 1099-NEC, 1099-R, 1099-S, 1099-SA
Mailed after April 15th: 5498, 5498-SA

Tax forms are made available to the primary accountholders only. Mailing dates are approximate and may vary based on individual situations. All forms will be mailed by the IRS deadline of January 31st each year.

If you have misplaced your tax forms, you can find them and reprint them yourself in Online Banking, or you can call us and we can reprint them for you.

Annual Loan Statements

Annual Loan Statements are available in Online Banking for loans that are enrolled in eStatements. These statements include all activity for the year as well as principal and interest paid totals.

See the access instructions below.

Online & Mobile Banking Access Instructions

  1. Log in to Online or Mobile Banking.
  2. In the Tools & Services menu, select Documents.
  3. Access the Tax Forms tab to retrieve your tax forms. Annual Loan Statements are available on the Statements tab if your loan is enrolled in eStatements.