The following tax documents are available electronically:
Deposit accounts (consumer checking, savings, money market and certificate of deposit accounts):
- 1099-INT: Interest income earned
- 1099-MISC: Other non-employee income
U.S. Bank Trust and Investments accounts (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 contribution information
- 1099s: 1099 REMIC (Real-estate), 1099-R (Retirement), 1099 AMBIR, 1099-DIV, 1099-OID, 1099-INT, 1099-B, 1099-MISC or a combination 1099-DIOB/MISC
- Agency/custody Tax Information Letter (with or without 1099s)
- Tax Information Statement
- Irrevocable Trust K-1
- Grantor Trust Tax Information Letter
- 1042 S
- B Notice
Mortgage accounts (first lien only):
- 1098 Mortgage Interest Statement
- 1099-INT: Interest income earned
- 1099-A
- 1099-C