2022 Tax Forms Available
All tax documents for deposit or loan accounts are currently available. For deposit accounts, if your account did not earn at least $10 or more in dividends for 2022, a tax form is not generated. To get the number you need for tax filing purposes, look on your December 31 account statement under the heading YEAR TO DATE Total Dividends for 2022. If earned, total dividends will be listed there.
If you have e-statements:
If you currently receive e-statements, your tax forms are available in Online Banking where you access your e-statements. Click on the Document Type box that displays Account Statement and select Tax Forms in the drop down menu. (If you need a refresher on accessing e-statements, log into online banking and click on the Online Statements link under Services.)
If you have paper statements:
If you currently receive paper statements, your tax forms were mailed to the address we currently have on file.
If you need assistance we are here to help. Contact us at email@example.com, through the Contact Us link on our website, or call us at 713.627.4000 Mon-Fri 9am to 5pm or Sat 9am to 1pm. Remember to not include your financial information in your correspondence.