2017 Tax Documents

Below is a list of the 2017 year-end forms/documents you may receive based on the accounts you hold with us. 

  • RMD Notice: Required Minimum Distribution (RMD) Notice to Traditional IRA accountholders only (age 70.5 and older) - Mailed by January 31, 2018
  • 1098: Mortgage Interest Statement (used for mortgage loan interest) - Mailed by January 31, 2018, however if your interest amount is less than $600 you may not receive a statement
  • 1099-INT: Interest income (used for deposit accounts, bond records, and escrow accounts) - Mailed by January 31, 2018, however if your interest amount is less than $10 you may not receive a statement
  • 1099-R: Distributions from pensions, annuities, retirement, or profit-sharing plans, Individual Retirement Accounts (IRAs), insurance contracts, etc. - Mailed by January 31, 2018
  • 1099-SA: Distributions from a Health Savings Account (HSA) - Mailed by January 31, 2018
  • 1099-Q: Payments from qualified education program - under Section 529 and 530 (used for Coverdell Education IRA distributions and Fair Market Balance) - Mailed by January 31, 2018
  • 5498: IRA contribution information - Mailed April 2018
  • 5498-SA: HSA contribution information - Mailed April 2018

 

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