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Sign in to your account via our mobile app or at truist.com/signin, opens in new tab. Select Documents (Note: On the app you will need to select More at the bottom to see the Documents tab). Select Accounts, and then select your mortgage loan. Click on Tax Forms.
Get federal tax forms for current and prior years Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
A monthly statement is not provided unless combined with a checking account statement. A 1099-INT is issued annually. Disclosures, including: Personal Deposit Accounts Fee Schedule (PDF)
Forms are mailed by the end of January and should arrive by mid-February. If youre enrolled in Online Banking and you meet the IRS guidelines, you can find your 1099-INT form by signing in to Online Banking, selecting your deposit account and then selecting the Statements Documents tab.
Receive at least two qualifying direct deposits totaling $1,000 or more within the first 120 days: Qualifying direct deposits include payroll checks and government benefits payments. Receive your $400 bonus: Keep your account open, in good standing, and with a positive balance until you earn the bonus.
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Step 1: Choose an account. On EasyWeb, go to the Accounts page. Step 2: Select the direct deposit form. Select the Manage tab, then, Select the Direct deposit form (PDF) link. Step 3: Access the form. If youre using Adobe Reader, the form will open in a new window.
The IRS requires your financial institution to send a 1098 tax form only if you paid $600 or more in private mortgage insurance (PMI), interest, or points paid at closing in the previous year. If you paid less than $600, you wont receive a form.

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