When tax documents are ready, we'll upload them as PDF files to be reviewed digitally. The following tax documents are available:

Deposit accounts

For consumer checking, savings, money market and certificate of deposit accounts.

• 1098 Mortgage Interest Statement: Sent if any amount in finance charges was paid on loans secured by real estate.
• 1099 INT: Sent if $10 or more in interest was paid to checking, savings, savings certificate accounts, or interest earned when redeeming a U.S. Savings Bond.
• 1099 MISC: Reports payments for rents, prizes, services, etc. The minimum to generate a statement is either $10 for royalties or $600 in other amounts combined.

Mortgage accounts

For first mortgages, second mortgages, installment loans and equity lines secured by real estate.

• 1098 Mortgage interest statement: Reports the finance charges paid during the calendar year on credit products secured by real estate.
• 1099 INT: Reports interest which totals at least $10.
• 1099 A: Reports details of acquisition or abandonment of security for a debt held by the financial institution.
• 1099 C: Reports debt forgiven of $600 or more in a calendar year.

U.S. Bank Trust and Investment accounts

For Trust, agency, custody or IRA accounts with Ascent Private Capital Management, U.S. Bank Private Wealth Management, or U.S. Bank Wealth Management.

• 5498 IRA: Reports contributions and the year-end fair market value of the IRA.
• 1099 REMIC: Information on real estate mortgage investment conduits (REMICs) and certain collateralized mortgage obligations (CMOs) as required by IRS regulations.
• 1099 R: Reports partial or lump sum distributions from qualified retirement plans, profit-sharing plans, or IRAs.
• 1099 AMBIR: Information on All Mortgage-Backed Income Reporting (AMBIR)
• 1099 DIV: Reports distributions or dividends of at least $10 paid to stockholders.
• 1099 OID: Reports the discount on a bond, CD, or other time deposit, created on the original issuance. For example, a CD with a term greater than one year with the interest paid at maturity.
• 1099 INT: Reports interest paid if it's $10 or more.
• 1099 B: Reports information on sales of securities, regulated future contracts and commodities for all transaction amounts.
• 1099 MISC: Reports payments for rents, prizes, services, etc. The minimum to generate a statement is either $10 for royalties or $600 in other amounts combined.
• 1042 S: Reports interest paid on deposit accounts and other types of income paid to non-resident aliens and other foreign persons.
• B notice: Sent when the IRS informs the financial institution (or vice versa) of a discrepancy between the customer's name and tax identification number (TIN).