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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.

How do I view my tax documents electronically?
Will all Year End tax forms be available electronically?
What accounts are eligible to receive electronic tax documents?
When will I get my tax documents?

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.

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