Everything You Need to Know About Your Tax Forms Everything You Need to Know About Your Tax Forms
How Do I Know If I Will Receive A Tax Form?
If you have Leader Bank deposit accounts that earned more than $10 interest collectively in 2024 where you were the primary account holder (including closed accounts), you will receive a 1099-INT form. If you had a loan serviced by Leader Bank in 2024, you will be mailed a 1098 form for each loan. You will also receive a 1098 form if a new loan was originated and a payment was collected by Leader Bank in 2024 (even if Leader Bank no longer services this loan).
When Should I Receive My Tax Form?
1098 and 1099-INT forms will be mailed no later than January 31, 2025 and you should receive any forms by mid-February. The 1099 form will only be sent and addressed to the primary account holder.
How Can I Obtain a Copy of My Tax Form Online?
You can view and print an electronic copy of your tax form through Digital Banking or the Leader Bank Mobile App.
From the Leader Bank Mobile App:
- Log in to the Leader Bank Mobile App
- Click “Menu” in the bottom right corner
- Choose “Documents”
- Click “Statements & Notices”
- Select an account
- On "Statement of Account" select:
- For 1099-INT: 1099-INT FORMS
- For 1098: LOAN ANNUAL STATEMENT
- Select “View and Print Document” and you will see your tax form
From a web browser:
- Log in to the Leader Bank Digital Banking
- Click “Documents” tab
- Click “Statements & Notices”
- Select an account:
- For 1099-INT: 1099-INT FORMS
- For 1098: LOAN ANNUAL STATEMENT
- Select either “Download Document” or “View and Print Document” based on your needs
How Can I Sign Up for Digital Banking?
To sign up for Digital Banking click here or contact our Client Services team at (781)-641-8686 for assistance with enrollment. If you want to be sent an electronic copy of your 1099-INT form directly, please contact our Client Services team at 781-641-8686.
How to receive statements electronically through email:
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Go to the Documents tab, click “eStatements Preferences”
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Click “Get Code” to verify that you can view a PDF document
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Once the code appears in the pop-up window, copy and paste the verification code and click “Verify”
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Edit or add the delivery destination by clicking the pen icon
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Use the drop down to choose your delivery type
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Click “Save” once changes have been completed
