Looking to access your tax documents for this year? If you’ve opted to receive 1098 and 1099 statements electronically, your 2023 Year-End Statement can now be accessed via the Documents section of your account.
Your 1098 statement, or Mortgage Interest Statement, is used for reporting the amount of interest and related expenses you paid on your mortgage within the tax year. The 1099 statement is used to report different sources of income throughout the tax year. With these two statements, you can be well prepared for tax season in April!