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)* |
Available online for customers receiving mortgage e-statements |
|
1098 |
Mortgage Interest Statement (Bell Bank Mortgage loan paid-off in 2022)* |
Mailed on January 11th |
|
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 |
|
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 by March 15th |
|
5498-ESA |
Coverdell ESA Contribution Information |
Mailed by 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.