KNOWLEDGE BASE

How can I access my tax documents?

Access your existing tax documents digitally, whenever you'd like. New ones are available each year, after January 31. A paper copy is also sent to the mailing address on file.

To retrieve your tax documents, follow these steps:

Online banking

For the best online experience, we recommend logging in at usbank.com.

  1. Select My accounts from the top of the page, then choose My documents.
  2. Select Tax documents. Your available tax documents will show as PDF files.
  3. Choose the document by selecting it, then open the file.

U.S. Bank Mobile App

For the best mobile banking experience, we recommend logging in or downloading the U.S. Bank Mobile App.

  1. Open the main menu in the upper left corner of the screen, then select Statements & docs.
  2. Select Tax documents. Your available tax documents will show as PDF files.
  3. Choose the document by selecting it, then open the file.

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.
  • Tax Documents FAQs

If you have any additional questions or concerns about your tax documents, we encourage you to consult with a trusted tax professional for advice.