Tax Schedule
Tax Document Schedule for 2023 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 12/31/2023.
Most tax documents will be mailed by January 31st, 2024. Refer to the tabs below for online and paper form availability dates specific to each document type.
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1098
Mortgage Interest Statement
- Bell Bank Mortgage paperless statements*
Available Online
- Bell Bank Mortgage loan paid-off in 2023*
Mailed and Available Online
- Bell Bank Mortgage paper statement. This will be sent with your usual monthly mortgage statement*
Tax forms mailing with statements between January 5-19
- Bell Bank Home Equity Loans and Lines of Credit**
Mailed
*Customers with a Bell Bank mortgage loan will receive a Form 1098, regardless of the amount of interest paid.
**Customers with a home equity loan or line of credit will receive a Form 1098 only if they paid $600.00 or more in interest during the calendar year. Otherwise, they will receive a Loan Interest Letter.
- Bell Bank Mortgage paperless statements*
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1099-INT
Interest Income***
Tax forms have mailed and will be available in online banking by 1/18/24.
***Form 1099 INT will be issued to the primary owner of a deposit account if the deposit account received $10.00 or more in interest during the calendar year. Form 1099 INT will also be issued to any individual who redeems a U.S. savings bond during the calendar year, for the lifetime interest earned on the savings bond.
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1099-MISC
Miscellaneous Income
Mailed
Customers will receive a Form 1099 MISC if they received $600.00 or more in miscellaneous income from us during the calendar year. Miscellaneous income includes, but is not limited to, income received from various incentives we may offer from time-to-time. Form 1099 MISC will be mailed and will not be accessible through online banking.
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1099-A
Acquisition or Abandonment of Secured Property
Mailed
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1099-C
Cancellation of Debt
Mailed
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1099-DIV
Dividends and Distributions
Mailed
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1099-NEC
Non-employee Compensation
Mailed
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1099-Q
Payments from Qualified Education Programs
Mailed
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1099-SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Mailed
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Business Loan Letter
Statement indicating the amount of interest paid in 2023 for all business loans serviced by Bell Bank and owned by the recipient
Mailed
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Consumer Loan Letter
Statement indicating the amount of interest paid in 2023 for all consumer real estate loans serviced by Bell Bank and owned by the recipient
Mailed
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1099-R
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Mailed
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Fair Market Value Statement
Statement produced indicating the fair market value as of 12/31/23 of each IRA plan owned by the recipient. (RMD) Required Minimum Distribution
Mailed
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1099-S
Proceeds from Real Estate Transactions
No forms for 2023
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1099-QA
Distributions From ABLE Accounts
Mailed
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1042-S
Foreign Person's U.S. Source Income Subject to Withholding
Mailed
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5498-ESA
Coverdell ESA Contribution Information
Mailed by April 22
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5498-SA
HSA, Archer MSA, or Medicare Advantage MSA Information
Mailed
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5498
IRA Contribution Information
Mailed by April 29
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5498-QA
ABLE Account Contribution Information
Mailed by March 7
Additional Information
The information contained on this website is for informational purposes only. Bell Bank does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors for questions on your particular tax situation.