View tax documents
Preparing for tax season requires organizing your financial paperwork. If you are the primary account holder, you can easily access tax documents, like 1099-INT and 1042-S forms, securely through online or mobile banking. Stay organized without waiting for the mail.
Digital access to your tax forms
You work hard to manage your finances, so naturally you want tax season to be as seamless as possible. That is why we offer features that make accessing your information simple.
Secure and convenient
Access your tax forms directly from the Documents Center whenever you need them. Digital access provides a secure way to manage your paperwork on your own schedule.
Instant availability
Download tax forms the moment they are generated. Having digital access helps you stay organized without waiting for postal delivery.
Easy record keeping
You can easily view, print or download your documents. Your tax documents are kept available online for up to seven years.
How to view tax documents online and on the mobile app
If you are the primary account holder, you can view, print or download tax documents from the Documents Center, which can be accessed through online or mobile banking.
- Log in to your account at everbank.com
- Open the Communications menu, and then choose Documents Center
- Navigate to the Tax Documents tab and choose the year you would like to view
- Select a tax form and it will pop up on screen
- If you would like to then print or download this document, look to the upper-right corner of the display box when the document is visible and you will see options to Print or Download
- Log in to your account on our mobile app
- Select the three-line menu icon in the upper-left corner
- Open the Communications menu, and then choose Documents Center
- Navigate to the Tax Documents tab and choose the year you would like to view
- Select a tax form and it will pop up on screen
- If you would like to then print or download this document, look to the upper-right corner of the display box when the document is visible and you will see options to Print or Download
Quick answers
When can I expect my tax documents?
An individual 1099 tax form will be issued by January 31 for each of your eligible EverBank accounts if the combined accounts have earned $10 or more in interest.
Required 1042 S forms will be issued by March 15. Unlike a 1099 form, there is no $10 minimum—any amount of interest must be reported.
For IRA contributions, 5498 forms are issued by May 31. These forms are mostly informational to help confirm deductions and contributions limits and don’t usually need to be filed.
How long are my tax documents available online?
Your tax documents are kept available online for up to seven years. During this time, you can view, download or print past statements directly through online or mobile banking.
Can I view my IRA tax documents online?
All IRA statements and documents are sent exclusively by mail. They are not available to view online.
Can I receive tax documents in the mail?
Yes, you can. Within the Documents Center, open the Delivery Settings tab, toggle on Paper for tax documents and click Apply Changes.
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