KNOWLEDGE BASE

What types of tax documents are available?

The following tax documents are available electronically for viewing: 

  • 1099-INT
  • 1099-MISC
  • IRAs
  • USB Investments (i.e. brokerage accounts)
  • 1098 Mortgage Interest (first mortgage accounts only)

Online banking steps:

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

  1. Select My Accounts located on the top menu bar, then choose My Documents

U.S. Bank Mobile App steps:

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

  1. From the main menu in the upper left, select Statement & docs.
  2. Choose Tax Documents, then select the applicable account.
  3. Select the document you would like to view.