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 table below for online and paper form availability times.
|
Document |
Description |
Anticipated Paper Delivery |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage paperless statements)* |
Online by January 31 |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage loan paid-off in 2022)* |
Mailed by January 31 |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage paper statement. This will be sent with your usual monthly mortgage statement)* |
Mailed by January 31 |
|
1098 |
Mortgage Interest Statement (Bell Bank Home Equity Loans and Lines of Credit)** |
Mailed by January 31 |
|
1099-INT |
Interest Income*** |
Mailed by January 31 |
|
1099-A |
Acquisition or Abandonment of Secured Property |
Mailed by January 31 |
|
1099-C |
Cancellation of Debt |
Mailed by January 31 |
|
1099-DIV |
Dividends and Distributions |
Mailed by January 31 |
|
1099-MISC |
Miscellaneous Income |
Mailed by January 31 |
|
1099-NEC |
Non-employee Compensation |
Mailed by January 31 |
|
1099-Q |
Payments from Qualified Education Programs |
Mailed by January 31 |
|
1099-SA |
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA |
Mailed by January 31 |
|
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 by January 31 |
|
Consumer Loan Letter |
Statement indicating the amount of interest paid in 2022 for all consumer loans serviced by Bell Bank and owned by the recipient |
Mailed by January 31 |
|
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Mailed by January 31 |
|
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 by January 31 |
|
1099-S |
Proceeds from Real Estate Transactions |
Mailed by January 31 |
|
1099-QA |
Distributions From ABLE Accounts |
Mailed by March 15 |
|
1042-S |
Foreign Person's U.S. Source Income Subject to Withholding |
Mailed by March 15 |
|
5498-ESA |
Coverdell ESA Contribution Information |
Mailed by April 30 |
|
5498-SA |
HSA, Archer MSA, or Medicare Advantage MSA Information |
Mailed by May 31 |
|
5498 |
IRA Contribution Information |
Mailed by May 31 |
|
5498-QA |
ABLE Account Contribution Information |
Mailed by March 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.