Posted On: January 20, 2025 by Prevail Bank in: Banking
(2025) It’s that time of year again—tax season! Having access to your bank statements and tax forms is crucial, and we’re here to help make it easy for you.
Accessing Your Statements Online
If you use online or mobile banking, you can quickly and securely view your monthly bank statements and important tax documents, such as Forms 1098 and 1099. By January 31, these forms will be ready for viewing, downloading, or printing.
Helpful Tip for Multiple Accounts
If you have more than one account, your tax forms will be associated with the account that has the lowest account number. For example, if you have accounts numbered 12345 and 34567, your tax forms will be linked to account number 12345.
If you aren’t signed up for online or mobile banking? Now is a great time to enroll. Digital banking is a convenient way to keep your bank documents organized while also adding a layer of protection against identity theft. Simply click the links provided to get started.
Prefer Paper Statements? No Problem!
If digital banking isn’t for you, that’s okay. Your tax forms and bank statements will be mailed to you, just as they’ve been in the past.
Let us know if you have any questions. We’re here to help! 800-205-0914
