Where to find your 2023 Tax Forms

Are you preparing to file your taxes and need your tax forms? Here’s where you can find that information.

Tax reporting documents like 1099s were included as the last page on your December 2023 statement. If you receive e-statements, you can view these online. To download them, please sign into home banking. Click on the three horizontal lines under our logo near the top left of the screen. Choose “Statements and Documents”.  To the right, change the drop-down option for document years to 2023. You can then view your December 2023 statement. Just scroll to the last page for your 1099-INT. Don’t see one there? Your year-to-date dividend information is on the top of the first page of the December statement. Remember, a form will only be generated for dividends more than $10.

Do you need to sign up for the free home banking service? Just give us a call at 215-822-9119.