How do I receive my tax documents from Fortis Edge Capital, like a 1099-INT?
Most tax documents are sent out on January 31st, with the exception of IRS Form 5498 which is sent by May 31st. Please be aware that if your accounts did not generate $10.00 or more in interest, or you did not pay $600.00 or more in interest on one of your home loans, you will not receive any 1099-INTs or 1098s.
If you for some reason have not received your text message, you can access or request them in a couple ways.
If you use online banking, you can access your tax statements by enrolling in eStatements and clicking "etax". Or you may request the documents to be mailed or securely messaged through Online Banking by calling a Member Representative at 206.398.5500 and selecting option 4.
If you have any further questions about this, call us at 206.398.5500 or send us a message.