If your account earned interest of $10 or more, you would receive a 1099 form in mid-January to the address on file. You will need this form for your taxes.
Current Clients: Log into your Online Banking Platform and follow the instructions below to see if your active accounts have earned over $10.00 of interest for the year 2023.
- Click on Accounts
- Click on Tax Information
- Review the Year to Date earn Interest under the 2023 Interest/ Dividend Column
Inactive Clients: Please click here and we will check for you to see if you qualify for a 1099 Tax Form for the year 2023.