How to Find Your BluCurrent Tax Documents
Are you expecting tax documents from BluCurrent? Great news! There is now an easier way to access these documents – directly within online banking or the mobile app. Read on to learn what documents are available, how to access them and other important tax forms related to your BluCurrent Account.
What tax documents are available within BluCurrent Online & Mobile Banking?
1099 INTs and 1098s for the 2022 tax year are currently available within online and mobile banking. All other tax forms (Fair Market Value/ RMD Statement, 1099R and 5498) will not be available within online and mobile banking, but will be mailed (along with 1099 INTs and 1098s) to the address on file or can be picked up at any BluCurrent location.
How do I find my 1099 INT or 1098 within Online or Mobile Banking?
On desktop, simply go to the Documents and Statements tab, then select the "Tax Forms and Notices" tab, located in the middle of your screen. On mobile, tap the ellipsis dropdown menu in the lower right-hand corner, select the “More” dropdown option à Documents and Statements à eStatements. Once you are within the eStatements screen, select the “Tax Forms and Notices” tab.
What if I don’t see a 1099 INT or 1098?
If you earned over $10 interest on share accounts at BluCurrent within the tax year, you should see a 1099 INT. If you had interest that collected on a mortgage, HELOC or business property you should see a 1098. If you are expecting one of these documents and they are not appearing, please contact us and we will be happy to help.
Where are my old tax documents?
The earliest (and only) tax year that is currently available within BluCurrent online and mobile banking is 2022. If you need a copy of documents from prior years, please contact us.
Where are my other tax documents?
Fair Market Value/ RMD Statement, 1099R and 5498 will be mailed to the address on file or can be picked up at any BluCurrent location. We are working to get these documents stored within online and mobile banking in the coming years.
If you have questions or need assistance accessing your tax documents from BluCurrent, please contact us and a friendly member service representative will be happy to help.