Electronic Delivery of Tax Documents

2/4/2024 1:01:37 PM

We are pleased to announce that 1099-INT and 1098 tax forms for the 2023 tax year will be delivered electronically for accounts enrolled in eStatements.

For the 2023 tax year, only 1099-INT and 1098 tax forms are eligible for electronic delivery. Other tax documents, including 5498, 1099-R, 1099-SA, and 1099-MISC, will continue to be delivered via mail.