Wednesday, January 12, 2011

Tax Documents are Now Available on Web Branch

Web Statements users will now be able to receive their tax documents in Web Branch--in addition to having them mailed. Tax documents will be available to members who are signers on accounts eligible for tax reporting (for example: only members who earned a combined total of $10 or more in dividends on their deposit accounts in 2010 will receive a 1099-INT statement).

The documents will be stored on Web Branch for a minimum of seven years so they'll be available to you for reference for years to come.

The tax documents are part of a new Statements & Files section on Web Branch where you'll find all your account statements, tax documents and any secure files we may have uploaded for you. The Statements & Files links are available under each account on the Account Summary. We think the new section makes finding and managing all your account related files much easier.

3 comments:

  1. Very slick, thanks!

    ReplyDelete
  2. I wish you didn't have to be a Web Statement user to use the tax document feature. I thought I had LOST my 1099, but I went in manually to each account details to find I didn't even make $4 in interest (so there was no 1099-INT, I assume even electronically?).

    ReplyDelete
  3. That is correct, you need to earn at least $10 to receive a 1099 (paper or electronic).

    ReplyDelete

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