How and when will I receive my tax documents?
Tax documents will be prepared annually and made available by the end of January for the previous tax year. You will receive an email alerting you that the tax document is available in your online banking account.
To view your tax documents, log in to online banking and:
- Select Documents from the main navigation.
- Select your account and select “1 1” in the date drop down menu.
- You can choose to download, view, or print the document. Please note the first page of your tax document will be blank. Details will appear on the second page.
Alternatively, you can go to Messages and identify the secure message with the title “Your 2024 1099- INT Tax Form is Ready”.
If you have other Forbright Bank accounts, please note you will receive a separate 1099-INT form for those products. If you opted for paper communications, your 1099-INT forms will be mailed to the address on file.*
*For a select group of customers who have a Growth Savings account and a Certificate of Deposit or a branch account, you may receive your tax documents via mail even if you opted for electronic statements.
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