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How do I request a tax form for all my transactions ?
January 19, 2018 01:30:51 PM
In reply to Fidelia, NY
Great question, Fidelia! We're glad to clarify.
For accounts who earn more than $10.00 in interest, TD Bank will send a 1099-INT form to the address on file for you by January 31st 2018.
Please know that TD Bank does not send an itemized receipt of your transactions with this documentation for tax purposes.
You are able to review your statement information online by signing in here: http://go.td.com/1eaISlq. Once you're signed in, please follow the steps below to review your statements:
1. Click on the accounts link at the top of the screen.
2. Click on the checking account number you would like to view statements for.
3. Click on the Statements & Notices tab.
4. Choose the statement period you would like to view and click View Statement.
5. You may then click the print icon if you would like to print a copy of your statement.
If you're not enrolled in Online Banking at this time, you can do so here: https://go.td.com/1lU2qfY. Keep in mind that you will need your account number, ATM/debit card, Social Security Number and email address.
If you have trouble signing up or accessing the information needed, please call us 24/7 at 888-751-9000 or visit any TD Store. Take a look at TD Stores near you here: http://go.td.com/1f9DSJR.
We hope this clears things up for you, Fidelia. Have a great afternoon!
Megan K, Mount Laurel
January 19, 2018 01:32:14 PM