Below are some of the most common reasons that a tax form would not be available in your Online Banking.
- Most of today's internet browsers have a built-in pop-up blocker, which may prevent the new window with your Tax Form from displaying. You may need to add online banking to your pop-up blocker settings in order to remedy this.
- See the Pop-up block section of the knowledgebase for more information on how to allow pop-ups for a website.
- If you earned less than $10 in interest on your accounts in a tax year you will not receive an interest reporting tax form for that tax year.
- Tax forms are reported by tax ID or social security number. Tax statements are only available under the tax ID/social security owner's online banking log in. This would be the primary owner of the account.
- IRS tax forms 1099 and 1098 will be available by January 31 each year.
- IRS tax forms 5498 will be available by May 31 each year.
- If you elected to receive communications electronically, your tax forms are available by clicking on the Statements & Info button. On the Statements & Info page be sure the Tax Statements tab on the left is selected. Otherwise they will be mailed to the address on file for the primary owner