KNOWLEDGE BASE

When are my tax documents available?

You can get your tax documents electronically or in paper form.

If you receive electronic tax documents (i.e., gone paperless) most are available within digital banking by January 31.
If you haven’t enrolled*, paper tax documents are sent automatically. Most are mailed no later than January 31 to the address on file.
Tax documents for U.S. Bank Trust and Investment accounts are available or mailed as of the following dates.

Account type	Date
IRA accounts and charitable gift annuities	January 31
U.S. Bancorp Investments accounts	After January 21 for qualified distributions and after February 15 for all other types
Agency and custody accounts	After February 28
Trusts	K-1 and tax letters after March 15
Mutual funds, Real Estate Investment Trusts, and similar Regulated Investment Company securities	After March 15 if you have undistributed long-term capital gains

More information

Mortgage/home loans: The 1098 form only reflects interest and related expenses paid for during the time we serviced your account.

If your mortgage was with us part of the year, the form only includes interest and related expenses paid during the time we serviced the loan. Typically, this happens when a mortgage is refinanced with another bank.
To learn more, view our Mortgage tax documents video.

*If you want electronic tax documents, you must set your paperless preferences by 11:50 p.m. CT on December 31. If you’re enrolled in paperless documents by then, they’ll be available January 31 of the following year.
See also: How do I set up my paperless preferences for statements, tax documents, and letters and notices?