Find everything you need to know about your tax documents—how to easily access, print, and when to expect them. We’ve made the process simple and hassle-free so you can stay ahead this tax season!
Important Dates
Filing Deadline
The deadline for most taxpayers to file a federal tax return is Tuesday, April 15, 2025. Filing a tax return extension gives you an additional six months (October 15, 2025) to submit a complete return.
Tax Document Availability Date
Your 2024 tax documents will be available in Online Banking and Mobile Banking on January 31, 2025. If you’re not enrolled in eStatements, then you’ll receive your tax documents in the mail within 5 – 7 business days from January 31, 2025.
Accessing Tax Documents Online
Your year-end tax documents can be accessed on or after January 31, 2025 in Online Banking and Mobile banking.
Online Banking:
- Sign in to Online Banking.
- Select “Statements” from the left side menu of your accounts page.
- Select the “View Statements” tab and click the “View” button.
- Scroll down to the bottom of the page to the eTax Form section.
Mobile Banking:
- Sign in to the Mobile Banking app.
- Select “Statements” from the bottom menu.
- Select the “View Statements” tab and click the “View” button.
- Scroll down to the bottom of the page to the eTax Form section.
Downloading and Printing Your Tax Documents
Click the “View and Print” button to see your statement and download to print. You can also simply download by clicking the icon located at the top right of the statements.
Dividends and Interest
Tax documents are only sent out if you’ve received a certain amount of dividends or interest in the prior year. Please refer to the table below to see the minimum amounts required for each tax form:
You can find your “Total Dividends Paid Year-To-Date” on your year-end monthly statement (12/31/2024).
Specific Tax Form Information
1099-INT Form
If you received $10 or more in dividends in the prior year, your Form 1099-INT is available for download within Online or Mobile Banking. Click here to learn how to access your tax documents.
If you didn’t sign up for estatements, you’ll receive your 1099-INT in the mail within 5 – 7 business days from January 31, 2025.
1098 Mortgage Interest Statement Form
If you have a mortgage loan with us, and paid $600 or more in interest in the prior year, your Form 1098 Mortgage Interest Statement is available within Online or Mobile Banking. Click here to learn how to access your tax documents.
If you didn’t sign up for estatements, you’ll receive your 1098 Mortgage Interest Statement in the mail within 5 – 7 business days from January 31, 2025.
1098-E Student Loan Interest Statement Form
If you have a student loan with us, and paid $600 or more in interest in the prior year, your Form 1098-E Student Loan Interest Statement is available within Online or Mobile Banking. Click here to learn how to access your tax documents.
If you didn’t sign up for estatements, you’ll receive your 1098-E Student Loan Interest Statement in the mail within 5 – 7 business days from January 31, 2025.
To enroll in Free eStatements
Ready to go paperless? We make it easy!
Online Banking:
- Sign in to Online Banking.
- Select “Statements” from the left side menu of your accounts page.
- Select the “Manage Preferences” tab.
- Under “Go Paperless?”, toggle the button.
- Read the terms and click “I accept the Terms & Conditions” button.
- Now you’ll see the “Delivery: Mailed” has been changed to “Delivery: Emailed”.
Mobile Banking:
- Sign in to Mobile Banking.
- Select “Statements” from the bottom menu.
- Select the “Manage Preferences” tab.
- Under “Go Paperless?”, toggle the button.
- Read the terms and click “I accept the Terms & Conditions” button.
- Now you’ll see the “Delivery: Mailed” has been changed to “Delivery: Emailed”.
If you have trouble accessing your tax documents, please contact us or call (888) 849-5189 for assistance.