Access Your Tax Forms Electronically Through BOS Digital Banking

Tax season is here and we have made it easy for you to access your statements online.

BOS Digital Banking users can access their tax documents through their online and mobile banking account. These electronic statements provide an easy and secure way to store your personal documents. Another perk: It’s faster than having a paper statement mailed to you.

Once enrolled in BOS Online Banking or BOS Mobile Banking, you can find your tax documents with these steps:

• Log in to your account.
• Navigate to your profile from the main menu.
• Select Tax Documents.
• Your available documents will be listed and available for download.

Tax statements are available in your account for up to two years, allowing you immediate access and convenience to your financial documents.

Tax statements available include:

• 1099-INT
• 1099-A
• 1099-R
• 1098
• 1099-SA
• 1042-S

Review and download your tax statements through your online and mobile banking account.  

Important Notice Regarding Income Tax Refunds 

Financial institutions play an important role in preventing income tax refund fraud.  For that reason, we verify the name(s) on an income tax refund check or direct deposit matches the name(s) on the account the item is being deposited to.
  
If the name(s) on a direct deposit does not match the account owner(s), we will return the funds to the IRS.  We apologize for the inconvenience.  If you have any questions, please reach out to your local branch or call 877-698-3278.