News You Can Use

News You Can Use

As an online banking customer, you can sign up to receive your 1099, 1098 and 5498 tax forms via electronic delivery. You will need to set-up this access prior to January 20, 2016 in order to receive your 2015 tax forms electronically.

The following tax forms will be available via electronic delivery:

  • 1099-INT (interest reporting)
  • 1099-MISC (miscellaneous payments reporting)
  • 1098 (mortgage interest and expenses)
  • 1099-R (IRA distributions)
  • 5498 (IRA Contributions)

For instructions on how to enroll in electronic tax document delivery, please click here.

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