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 2023 where you were the primary accountholder (including closed accounts), you will receive a 1099-INT form. If you had a loan serviced by Leader Bank in 2023, 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 2023 (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, 2024 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?
From the Leader Bank Mobile App:
- Log into the Leader Bank Mobile App
- Click “Menu” in the bottom right corner.
- Choose “Documents”
- Click “Statements & Notices”
- Select the loan or deposit account.
- Select the following for document date:
- For 1098: “2024 01/05/2024”
- For 1099-INT: “2024 01/10/2024”
- 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 the following for document date:
- For 1098: “2024 01/05/2024”
- For 1099-INT: “2024 01/10/2024”
- Select either “Download Document” or “View and Print Document” based on your needs.