Tax Document Schedule for 2022 Tax Forms

You can access year-end tax forms, 1099 INTs and 1098s, within mobile and online banking once they are ready. Simply go to the statements page, choose your account and look for the tax document with a date of 12/31/2022.

Refer to the tabs below for online and paper form availability times.

mobile statements page

  • 1098

    Mortgage Interest Statement (Bell Bank Mortgage paperless statements)*

    Available online for customers receiving mortgage e-statements

  • 1098

    Mortgage Interest Statement (Bell Bank Mortgage loan paid-off in 2022)*

    Mailed on January 11th
    Available online

  • 1098

    Mortgage Interest Statement (Bell Bank Mortgage paper statement. This will be sent with your usual monthly mortgage statement)*

    Tax forms mailing with statements between January 9-20

  • 1098

    Mortgage Interest Statement (Bell Bank Home Equity Loans and Lines of Credit)**

    Mailed on January 14th

  • 1099-INT

    Interest Income***

    Mailed on January 11th
    Available online

  • 1099-A

    Acquisition or Abandonment of Secured Property

    Mailed on January 11th

  • 1099-C

    Cancellation of Debt

    Mailed on January 14th

  • 1099-DIV

    Dividends and Distributions

    Mailed on January 19th

  • 1099-MISC

    Miscellaneous Income

    Mailed on January 19th

  • 1099-NEC

    Non-employee Compensation

    Mailed by January 28th

  • 1099-Q

    Payments from Qualified Education Programs

    Mailed on January 13th

  • 1099-SA

    Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

    Mailed on January 14th

  • Business Loan Letter

    Statement indicating the amount of interest paid in 2022 for all business loans serviced by Bell Bank and owned by the recipient

    Mailed on January 19th

  • Consumer Loan Letter

    Statement indicating the amount of interest paid in 2022 for all consumer real estate loans serviced by Bell Bank and owned by the recipient

    Mailed on January 13th

  • 1099-R

    Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Mailed on January 14th

  • Fair Market Value Statement

    Statement produced indicating the fair market value as of 12/31/22 of each IRA plan owned by the recipient. (RMD) Required Minimum Distribution

    Mailed on January 22nd

  • 1099-S

    Proceeds from Real Estate Transactions

    No forms for 2022

  • 1099-QA

    Distributions From ABLE Accounts

    Mailed by March 15th

  • 1042-S

    Foreign Person's U.S. Source Income Subject to Withholding

    Mailed on March 14th

  • 5498-ESA

    Coverdell ESA Contribution Information

    Mailed on April 30th

  • 5498-SA

    HSA, Archer MSA, or Medicare Advantage MSA Information

    Mailed by May 31st

  • 5498

    IRA Contribution Information

    Mailed by May 31st

  • 5498-QA

    ABLE Account Contribution Information

    Mailed by March 15th


Additional Information

*Bell Bank Mortgage loan customers will receive a 1098 regardless of interest paid.

**Bell Bank Home Equity loan and line of credit customers will receive a 1098 only if $600 or more is paid in interest. Otherwise they will receive a Loan Interest Letter.

***1099 INT documents are issued by Bell Bank to the primary signer of the account(s) for each Social Security number/Taxpayer ID number that had $10 or more in interest income from deposit accounts (i.e. checking, savings, money market, CDs) or for any interest earned from the redemption of U.S. savings bonds.