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Tax Documents Now Available Online
Personal Customers enrolled in Online Banking can immediately access Tax Statements securely and conveniently.
How Can I Access My Tax Statements?
Log into Online Banking with your user credentials. Navigate to Accounts > Documents tab within your profile.
Please Note: Tax documents are available when logged into the tax-reporting owner for the specific account.
As long as you are the tax-reporting owner, you should be able to select and view the appropriate forms, including:
- 1099-INT
- 1099-R
- 5498
- 1098
Select and download your form and use to file your taxes.
If you have any questions, please contact our Customer Care Center at 1.800.262.1088.
