1099 Disclosure
As a reminder, please keep the December 2025 year-end statement for your tax records. Remember that your 1099-INT info is on this statement, and no separate mailing will be sent. Also, the fair market value of your IRA & all tax information is being provided to the IRS.
If you choose to close your account in 2025, you will receive the standard paper 1099-INT document if you have earned more than $10 in interest.