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.

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).

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.

Additional information

If you have issues accessing your digital tax documents:

• U.S. Bank checking and savings accounts: Call 800-USBANKS (872-2657), TDD 800-865-5065.
• U.S. Bank trust, agency, custody or IRA accounts with Ascent Private Capital Management, U.S. Bank Private Wealth Management, or The U.S. Bank Wealth Management: Call the Trust Contact Center toll free at 855-594-7236.
• U.S. Bancorp Investments accounts: Contact your financial advisor or call Wealth Management Advisory and Service Center at 800-888-4700 Monday through Friday 7:30 a.m. to 8 p.m. and Saturday 9 a.m. to 5 p.m.

Tax Documents FAQs