Access your existing tax documents digitally, whenever you'd like. New ones are available each year, by the last week of January.

• If you've chosen paperless documents, you won't receive a paper copy in the mail.
• Mailed tax documents are sent by January 31.  

To retrieve your tax documents using online banking

1. Select Accounts from the top of the page, then choose Tax documents.
2. Choose an account from the drop-down menu options. Your available tax documents will show as PDF files.
3. Choose the document by selecting it, then open the file.

To retrieve your tax documents using 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

• To learn more, check out our video on how to access your tax documents digitally.
• The IRS requires your financial institution to send a 1098 tax form only if you paid $600 or more in private mortgage insurance (PMI), interest, or points paid at closing in the previous year. If you paid less than $600, you won't receive a form.
• 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. 

To freely explore our digital banking services without using your own account, visit our Digital Banking Simulators page. If you'd like a step-by-step tutorial on how to use a specific service or feature, check out our Digital Explorer page.