KNOWLEDGE BASE

When are my tax documents available?

Depending on the document type, tax documents can be received electronically or via paper statement.

Electronic tax documents
To receive tax documents for any year you need to have your eligible accounts enrolled for paperless delivery by 11:59 p.m. CT on December 31, or the last business day of the year. Your tax documents will be available no later than January 31 of that following year. 

Follow the steps in How do I enroll for paperless tax documents? to gain electronic access for eligible accounts. 

Paper tax documents
Most tax documents for deposit and mortgage accounts will be mailed no later than January 31. U.S. Bank Trust and Investment accounts will be available as follows:

  • IRA accounts and charitable gift annuities: Beginning 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: Begin to mail after February 28. 
  • Trusts: Will typically produce K-1 and tax letters after March 15. 
  • Mutual funds, REITs, and similar RIC securities: Begin to mail after March 15 if you have undistributed long-term capital gains. 

Additional information:

  • Check out our video on how to access your tax documents digitally.
  • The 1098 form for mortgages only includes the time-period in which we serviced your account. We won't have access to information prior to our servicing. Typically this happens when a mortgage is refinanced with another bank.
  • If you have any additional questions or concerns about your tax documents, we encourage you to consult with a trusted tax professional for advice.