Tax Document Schedule for 2022
|
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)* |
January 27 |
|
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 |
January 27 |
|
1099-C |
Cancellation of Debt |
Mailed January 15 |
|
1099-DIV |
Dividends and Distributions |
January 31 |
|
1099-MISC |
Miscellaneous Income |
January 31 |
|
1099-NEC |
Non-employee Compensation |
January 31 |
|
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 |
January 31 |
|
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 |
January 31 |
|
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 |
January 31 |
|
1099-S |
Proceeds from Real Estate Transactions |
February 15 |
|
1099-QA |
Distributions From ABLE Accounts |
March 1 |
|
1042-S |
Foreign Person's U.S. Source Income Subject to Withholding |
March 15 |
|
5498-ESA |
Coverdell ESA Contribution Information |
April 30 |
|
5498-SA |
HSA, Archer MSA, or Medicare Advantage MSA Information |
May 31 |
|
5498 |
IRA Contribution Information |
May 31 |
|
5498-QA |
ABLE Account Contribution Information |
June 1 |
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.