Personal Banking
Small Business Banking
Commercial Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
I am trying to find 2013 and 2014 1099-INT forms for my parents. They both passed away last year and I'm trying to get their past tax returns filed properly. I do have the 2015 forms. Can you help?
Gary, Dunstable March 6, 2016 07:41:26 PM
1 Response
In reply to Gary, Dunstable
Good evening Gary, we're sorry to hear about the passing of your parents. In order to receive a 1099-INT form for an account, the interest generated must be $10 or more. If a statement was generated for 2013 and 2014 you may give us a call and speak with one of our Specialist at 888-751-9000. After our Specialist have confirmed that you are an executor/beneficiary for the account they'll be happy to provide you with the information needed and submit a request to mail a new form. If you prefer, you are also welcome to visit us at your local TD Bank Store location, during lobby hours to obtain this information in person. Once you are there, we can even print out a copy of the 2013 and 2014 1099-INT form for you. Be sure to bring your valid photo ID with you. Feel free to find your local TD Bank Store and their hours here: http://bit.ly/TDStores. We hope you find our answer helpful and please don't hesitate to return to TD Helps if you have any further questions.
Shanika A, Mount Laurel March 6, 2016 07:42:05 PM