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Access Tax Forms From WebBranch

1099-INT = Interest earned from Checking/Savings/CD

  1. Access your December 2019 statement on WebBranch
  2. Scroll to the last page; you will see the 1099-INT form, and box 1 will show how much interest you earned.
    If you earned less than $10, you would NOT have a 1099-INT. You are not required to report any interest earned under $10.

1098 = Interest paid on Mortgage and Home Equity Loans

  1. Access your December 2019 statement on WebBranch
  2. Scroll to the last page you will see the 1098 form and box 2 will show how much interest you paid.

1099-R Statements For IRA Owners

1099-R statements will be mailed to IRA owners by Jan. 31, 2020. If you need access to your 1099-R statement that reports how much interest you earned on your IRA accounts, please contact Beehive after Jan. 31, 2020.

 

Beehive’s Routing Number is 324173817

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