Where can I find my end-of-year tax statements in digital banking?
This article covers the following topics:
Mobile
If you're using a mobile device, follow the steps below. For computers, go to the desktop steps
Find account tax statements
To access savings, certificate, home equity line of credit (HELOC), or Pershing investment account tax documents:
- Tap the Menu on the bottom right of your device.
Under More, select Documents & Statements, then tap eStatements and Documents.
Tap the Tax Forms & Notices tab to the right.
Tax documents for any account which earned at least $10.00 in dividends or any mortgage account on which you paid at least $600.00 in interest will be shown at the top of page.
IRS form 5498 for your Pershing investment account (if applicable) will be shown here as well.
Find mortgage tax statements
To access your first or second mortgage tax documents:
- From the Dashboard, scroll down to Loans & Credit and tap your mortgage information.
Tap the Pay/More Info tab.
Tap View More Details
From the Loan Information menu, select Year End Information.
Under Year End Information, you will find your mortgage tax statement(s) listed.
Once you open the desired document, you will have the option to download or print.
Note: For more information about tax statements please view the following article: Annual Tax Reporting - Tax Statement Information
Desktop
If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps
Find account tax statements
To access savings, certificate, home equity line of credit (HELOC), or Pershing investment account tax documents:
- Click the more (…) menu on the top right of the navigation, and select Documents & Statements.
On the left menu, make sure eStatements and Documents is highlighted. Click the Tax Forms & Notices tab to the right.
Tax documents for any account which earned at least $10.00 in dividends or any mortgage account on which you paid at least $600.00 in interest will be shown at the top of page.
IRS form 5498 for your Pershing investment account (if applicable) will be shown here as well.
Find mortgage tax statements
To access your first or second mortgage tax documents:
- From the Dashboard (or View My Accounts), scroll down to Loans & Credit in the left menu and select your mortgage.
Click on the Pay/More Info tab.
Click View More Details
From the Loan Information menu, select Year End Information.
Under Year End Information, you will find your mortgage tax statement(s) listed.
Once you open the desired document, you will have the option to download or print.
Note: For more information about tax statements please view the following article: Annual Tax Reporting - Tax Statement Information
