If your account earned $10 or more in interest during the tax year, a 1099 form will be mailed to the address we have on file. You’ll need this form when filing your taxes.
Current Clients:
You can check your year-to-date interest through Online Banking or the Mobile App:
Online Banking (Desktop):
• Accounts → Tax Information
• Review the Year-to-Date Earned Interest under the Interest/Dividend column
Mobile App:
• Tap More → Accounts → Tax Information
• Review the Year-to-Date Earned Interest under the Interest/Dividend section
Inactive Clients:
Please click here to submit a request, and we’ll verify whether you qualify for a 1099 form for the current tax year.