Tax Document Schedule for 2022
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 12/31/2021.
|
Document |
Description |
Anticipated Paper Delivery |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage paperless statements)* |
Online |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage loan paid-off in 2021)* |
Mailed January 14 |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage paper statement. This will be sent with your usual monthly mortgage statement)* |
Mailed January 23 |
|
1098 |
Mortgage Interest Statement (Bell Bank Home Equity Loans and Lines of Credit)** |
Mailed January 14 |
|
1099-INT |
Interest Income*** |
Mailed January 15 |
|
1099-A |
Acquisition or Abandonment of Secured Property |
No forms for 2021 tax year |
|
1099-C |
Cancellation of Debt |
Mailed January 15 |
|
1099-DIV |
Dividends and Distributions |
Mailed January 25 |
|
1099-MISC |
Miscellaneous Income |
Mailed January 25 |
|
1099-NEC |
Non-employee Compensation |
Mailed January 25 |
|
1099-Q |
Payments from Qualified Education Programs |
Mailed January 11 |
|
1099-SA |
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA |
Mailed January 17 |
|
Business Loan Letter |
Statement indicating the amount of interest paid in 2021 for all business loans serviced by Bell Bank and owned by the recipient |
Mailed January 25 |
|
Consumer Loan Letter |
Statement indicating the amount of interest paid in 2021 for all consumer loans serviced by Bell Bank and owned by the recipient |
Mailed January 28 |
|
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Mailed January 19 |
|
Fair Market Value Statement |
Statement produced indicating the fair market value as of 12/31/21 of each IRA plan owned by the recipient. (RMD) Required Minimum Distribution |
Mailed January 27 |
|
1099-S |
Proceeds from Real Estate Transactions |
No Forms for 2021 Tax Year |
|
1099-QA |
Distributions From ABLE Accounts |
Mailed February 15 |
|
1042-S |
Foreign Person's U.S. Source Income Subject to Withholding |
Mailed February 7 |
|
5498-ESA |
Coverdell ESA Contribution Information |
Mailed May 2 |
|
5498-SA |
HSA, Archer MSA, or Medicare Advantage MSA Information |
Mailed February 10 |
|
5498 |
IRA Contribution Information |
Mailed May 17 |
|
5498-QA |
ABLE Account Contribution Information |
Mailed February 15 |
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.