Tax Form & Documents Guide

Important Tax Document Release Schedule
Plan Your Taxes
Filing Deadline (most common): Tuesday, April 15, 2025

Tax Documents Schedule

Always check with the IRS for important filing deadlines for your personal situation. 

Important Tax Document Release Schedule: Members with Online Banking may view these documents under the Tax Documents section within eStatements. Start by logging into Online Banking/Mobile App and then selecting the ‘eStatements’ option listed under the ‘Transactions’ menu. Then, please select ‘Tax Documents’ to view your annual documents. If you’re not registered for Online Banking, your documents will be mailed directly to you.
  • 1099-INT – For members who earned an aggregate $10 or more in dividends in all their shares. Your 2024 interest total is on your December 2024 statement. Members who earn less than $10 in interest are not reported to the IRS.
  • 1099-R (IRA Distribution)
  • 1099-Q (ESA Distribution)
  • 1098 – Mortgage Interest.
  • 1099-C – Cancellation of Debt
  • 1099-MISC – Miscellaneous Income.
  • FMV/RMD Letters – Fair market value and required minimum distribution, if applicable, for IRA and ESA accounts.
  • 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding.
  • 5498-ESA – Education Savings Account Contributions, Rollovers, Transfers and Fair Market Value.
  • 5498 – Traditional, Roth and SEP IRA Contributions and Rollovers. Members may make prior-year contributions until the annual tax filing deadline.
*Premier America may produce statements earlier than these dates. Tax laws are subject to change. Please consult your tax advisor.