KNOWLEDGE BASE

When are my tax documents available?

Refer to the table below for online and paper delivery times. 
 

Document TypePaper Delivery Online Delivery
1099 INT/MISCMailed no later than January 31Available no later than January 31
Trust, agency, custody, IRA accounts with Ascent Wealth Management, Wealth Management Reserve  or Wealth ManagementForm 2439 (Notice to Shareholder of Undistributed Long-Term Capital Gains): mailed after March 15
IRAs: mailed no later than January 31
Form 2439: not available online

IRAs: available online no later than January 31

USB Investments (i.e. Brokerage accounts): available online after January 21
1098 mortgage interest/home equity loan & linesMailed throughout the month of January1098 mortgage interest: available only for first mortgage accounts online no later than January 31

1098 home equity loan & lines: not available online

Additional Information
  • 1099 INT documents are issued by U.S. Bank to the primary signer of the account(s) for each Social Security number/Taxpayer ID number that had $10 or more in interest income from deposit accounts (i.e. checking, savings, money market, CDs) or for any interest earned from the redemption of U.S. savings bonds. 
  • If 1099 INT/1099 MISC documents aren't received by February 15, contact us at 800-872-2657 to request another copy. 
  • If trust, agency, custody or IRA tax documents are not available: 
    • Ascent Wealth Management, Wealth Management Reserve or Wealth Management accounts: Contact your Relationship Manager. 
    • Other accounts: Contact your financial advisor or call Investments Connect at 800-888-4700 Monday-Friday 7:30 a.m. to 10 p.m. CT, Saturday 8 a.m. to 6:30 p.m. CT. 
  • When you enroll in paperless tax documents for deposit accounts, paperless delivery begins with the current tax season and documents from previous tax years won't be available online.