Your Alliant tax statements

Tax form availability

If you have opted to receive print statements, form 1099 tax statements will be mailed by January 31. (Note: If you have earned less than $10 in interest income, you will not receive a 1099-INT.) A table with details on which Alliant tax statements you should expect to receive and when each type of form is expected to mail is available here.1 Once they’re available, you can also access your tax statements in Alliant online banking. See below for step-by-step instructions.

If you have opted to receive eStatements, you will not receive paper copies of your tax forms in the mail unless you request them using the form at the bottom of this page. Alliant will send you an email letting you know when your tax statements are available in Alliant online banking.

Accessing your tax statements

You will have access to your annual tax statements via online banking when they become available:

  1. Log in to Alliant online banking

    (Learn how to reset your access here.)

  2. Click the green Statements button

    (Appears to the right of your account balance.)

  3. Scroll to the Tax Statements section

  4. Click on the statement you want to view/download

If you’re not sure how to print or download PDFs, we’ve provided step-by-step instructions in our website’s Help section:

Print

How to print your tax statement(s) from Alliant online banking

Download

How to download your tax statement(s) from Alliant online banking

Save

How to save your tax statement(s) to your Google Drive from Alliant online banking

Requesting a mailed tax statement

If you are signed up for eStatements but prefer to have your annual tax statements printed and mailed to you via USPS at no additional charge, please fill out the form below. (Note: You should receive your printed tax statement in 10-14 days.)

1. Alliant may produce tax statements earlier than these dates. Tax laws are subject to change. Consult your tax advisor.