Whom can I contact with questions about my Quontic 1099 tax forms?
Please send us a message via Message Center through your Online Banking Portal or visiting our Contact Us Page.
What if I didn’t receive my tax document?
If you have not received your 1099 Tax Form by February 14th, please click here to request an electronic copy of your mailed Tax Form if it’s been past the estimated time of arrival.
How do I know if I will get a 1099 Tax Form?
If your account earned $10 or more in interest during the tax year, you will receive a 1099 form mailed to the address we have on file. You will need this form for tax filing purposes. Current Clients: Inactive Clients:
Can my Tax Form be forwarded to a different mailing address set up with the United State Postal Service?
No, the Tax Form cannot be forwarded to an alternate address registered with the United States Postal Service. If you believe that we have an incorrect mailing address for you, please contact us through your online banking portal to update your contact information.
Can a joint owner submit an electronic request copy of the Tax Form?
No, only the primary account holder of the account is authorized to submit a request for an electronic copy of their Tax Form. The primary account holder must contact us or submit the request.
Why isn’t my joint account holder’s information on the 1099 Tax Form?
The IRS mandates that interest earned over $10.00 be reported only under the name and Social Security Number of the Primary Account Holder, not the joint account holder(s).