When To Expect Your Tax Documents

Form(s) Description Available
1099-INT Reports the combined interest earnings of your deposit accounts. *Only issued for earnings over $10. February 1st
1099-MISC Reports awards, prizes, and other income payments. February 1st
1099-R Reports certain distributions from IRA accounts. February 1st
Annual Mortgage Statement Reports consumer mortgage interest paid. February 1st
1098 Reports home equity loan/line interest paid. February 1st
5498 Reports contributions to IRA accounts. May 1st

Where To Find Your Tax Documents Online

Digital copies of your tax forms can be accessed by the tax reporter of the account within Personal Online Banking.
  1. Sign into personal online banking
  2. Click on Accounts
  3. Click on Documents
  4. Select a tax form within the document type dropdown and click Submit
  5. Select a form to download or print
*Please note, the online banking login must be registered to the tax reporter for the account to access tax forms online. Tax forms are not available in our mobile app or business online banking.

We’re here to help

If you have questions about your tax forms or your online banking account, feel free to give us a call at 616.559.7000 or chat with us for additional assistance.