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Tax Preparation FAQs
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1099-INT and 1098 forms are issued based on guidelines established by the IRS layer. (For example: If your account does not receive at least $10 in interest, you won't receive a 1099-INT form.) You should review the IRS guidelines to see if they apply to your specific financial situation. Forms are mailed by the end of January and should arrive by mid-February.
If you're 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. You can find the exact amount of interest earned in the previous year on your deposit account by selecting the Information & Services tab.
If you meet the guidelines for receiving a 1098 form, you can log in to Online Banking, select your mortgage account and then select the Statements & Documents tab. You'll find a link to your 1098 form in the Year-end Statements section.
For other 1099 tax forms: If you have not received them by February 15, please contact us.
You can log in to Online Banking, select your savings or mortgage account and then select the Statements & Documents tab.
To tag your transactions as tax-deductible and generate a report for tax time, log in to Online Banking and select the Transactions link from the Tools & Investing tab. You'll be able to categorize your transactions online.
You can order copies of statements up to 7 years old by signing in to Online Banking, selecting your account and then selecting the Statements & Documents tab.
You can view images of your checks as part of your online checking account statement when you go paperless. With our online statements service, we provide images of the front of your canceled checks as part of your statement—up to 10 images per page—and you receive your statements online instead of in the mail. That means you can view, print and download up to 18 months of your statements with check images at any time.
To view your online statements or go paperless, log in to Online Banking and select the Paperless settings link under the Profile & Settings tab.
Copies of canceled checks are available for up to 7 years from the date they are posted to your account.
To order check copies, log in to Online Banking and select your account, then select the Information & Services tab.
For copies of checks more than 18 months old, you will need the check number, date and amount for each check ordered.
If you are not an Online Banking customer, please contact us for assistance with your check copy request.
For check copies from your line of credit account, please call us at 1.800.934.5626.
To find a specific transaction in your checking or savings account history, log in to Online Banking and select your account, then select the Activity tab. The transaction search function allows you to search by keyword, amount or date. You may also select the More options link to refine your search.
The quickest way to receive your refund is to have the IRS deposit the money directly into your account. The IRS will need your account's 9-digit routing number to make the deposit.
Your routing number is located on the bottom of your paper check next to your account number. You must provide the routing number for the state in which your account was opened.
You can also use our routing number tool to see the routing number for your state.
To minimize any potential problems or errors caused by providing the inaccurate routing number for your account, we recommend that you follow the instructions above to sign-in to our website or mobile app to confirm your specific routing number, or if you are a third-party attempting to help our client, please take time to verify routing information with the account holder.
We do have a list of routing numbers for each state which can be viewed below, however please do not make assumptions. Routing numbers are based on the state in which the account was opened, therefore the number may be different than the state or region in which you or our client currently reside.
Alabama
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Alaska
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Arizona
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
122101706
Paper (for example: ordering checks):
122101706
Wire Transfer:
026009593
Arkansas
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
082000073
Paper (for example: ordering checks):
082000073
Wire Transfer:
026009593
California
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
121000358
Paper (for example: ordering checks):
121000358
Wire Transfer:
026009593
Colorado
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
123103716
Paper (for example: ordering checks):
123103716
Wire Transfer:
026009593
Connecticut
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
011900254
Paper (for example: ordering checks):
011900571
Wire Transfer:
026009593
Delaware
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
031202084
Paper (for example: ordering checks):
031202084
Wire Transfer:
026009593
Washington DC
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
054001204
Paper (for example: ordering checks):
054001204
Wire Transfer:
026009593
Florida, East
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
063100277
Paper (for example: ordering checks):
063000047
Wire Transfer:
026009593
Florida, West
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
063100277
Paper (for example: ordering checks):
063100277
Wire Transfer:
026009593
Georgia
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
061000052
Paper (for example: ordering checks):
061000052
Wire Transfer:
026009593
Hawaii
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Idaho
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
123103716
Paper (for example: ordering checks):
123103716
Wire Transfer:
026009593
Illinois - South
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
081904808
Paper (for example: ordering checks):
081904808
Wire Transfer:
026009593
Illinois - North
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
071000505
Paper (for example: ordering checks):
071000505
Wire Transfer:
026009593
Illinois - Chicago Metro
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
081904808
Paper (for example: ordering checks):
071103619
Wire Transfer:
026009593
Indiana
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
071214579
Paper (for example: ordering checks):
071214579
Wire Transfer:
026009593
Iowa
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
073000176
Paper (for example: ordering checks):
073000176
Wire Transfer:
026009593
Kansas
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
101100045
Paper (for example: ordering checks):
101100045
Wire Transfer:
026009593
Kentucky
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
064000020
Paper (for example: ordering checks):
064000020
Wire Transfer:
026009593
Louisiana
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Maine
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
011200365
Paper (for example: ordering checks):
011200365
Wire Transfer:
026009593
Maryland
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
052001633
Paper (for example: ordering checks):
052001633
Wire Transfer:
026009593
Massachusetts
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
011000138
Paper (for example: ordering checks):
011000138
Wire Transfer:
026009593
Michigan
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
072000805
Paper (for example: ordering checks):
072000805
Wire Transfer:
026009593
Minnesota
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
071214579
Paper (for example: ordering checks):
071214579
Wire Transfer:
026009593
Mississippi
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Missouri East/St. Louis
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
081000032
Paper (for example: ordering checks):
081000032
Wire Transfer:
026009593
Missouri West/Kansas City
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
081000032
Paper (for example: ordering checks):
101000035
Wire Transfer:
026009593
Montana
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Nebraska
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
123103716
Paper (for example: ordering checks):
123103716
Wire Transfer:
026009593
Nevada
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
122400724
Paper (for example: ordering checks):
122400724
Wire Transfer:
026009593
New Hampshire
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
011400495
Paper (for example: ordering checks):
011400495
Wire Transfer:
026009593
New Jersey
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
021200339
Paper (for example: ordering checks):
021200339
Wire Transfer:
026009593
New Mexico
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
107000327
Paper (for example: ordering checks):
107000327
Wire Transfer:
026009593
New York
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
021000322
Paper (for example: ordering checks):
021000322
Wire Transfer:
026009593
North Carolina
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
053000196
Paper (for example: ordering checks):
053000196
Wire Transfer:
026009593
North Dakota
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Ohio
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
071214579
Paper (for example: ordering checks):
071214579
Wire Transfer:
026009593
Oklahoma
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
103000017
Paper (for example: ordering checks):
103000017
Wire Transfer:
026009593
Oregon
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
323070380
Paper (for example: ordering checks):
323070380
Wire Transfer:
026009593
Pennsylvania
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
031202084
Paper (for example: ordering checks):
031202084
Wire Transfer:
026009593
Rhode Island
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
011500010
Paper (for example: ordering checks):
011500010
Wire Transfer:
026009593
South Carolina
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
053904483
Paper (for example: ordering checks):
053904483
Wire Transfer:
026009593
South Dakota
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Tennessee
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
064000020
Paper (for example: ordering checks):
064000020
Wire Transfer:
026009593
Texas, North
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
111000025
Paper (for example: ordering checks):
111000025
Wire Transfer:
026009593
Texas, South
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
111000025
Paper (for example: ordering checks):
113000023
Wire Transfer:
026009593
Utah
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
123103716
Paper (for example: ordering checks):
123103716
Wire Transfer:
026009593
Vermont
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Virginia
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Washington
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
125000024
Paper (for example: ordering checks):
125000024
Wire Transfer:
026009593
West Virginia
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
Wisconsin
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
123103716
Paper (for example: ordering checks):
123103716
Wire Transfer:
026009593
Wyoming
Electronic payment (for example: direct deposits, automatic payments and ACH transfers):
051000017
Paper (for example: ordering checks):
051000017
Wire Transfer:
026009593
You can find your ABA routing number and your Bank of America account number in Online Banking or on the mobile app.
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Generally, the deadline to file US Individual Income Tax returns is April 15. You can also request an automatic extension to file by this date. An extension of time provides an extra six months to file your return. However, any taxes owed must still be paid by April 15. October 15 is the last day to file tax returns for those who requested extensions. As always please consult your tax advisor for guidance.
Find your I.R.S. tax forms in the Statements & Documents section of your accountsadatext
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