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 2022 documents. If you’re not registered for Online Banking, your documents will be mailed directly to you.
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 2022 prior-year contributions until April 15, 2023.
Guide to Downloading Your Tax Documents
* Premier America may produce statements earlier than these dates. Tax laws are subject to change. Please consult your tax advisor.