How do I request a US annual tax statement or Form 1098?

Applies to: United States.

For a US home account, contact Customer Care with the tax year and the document you need, such as an annual interest statement or Form 1098. Ask which party issues the document for your account and how you can obtain it.

The statement may need to come from the investor or servicer. Access and delivery options vary by account. If you already use your investor's verified portal, check whether the annual statement is available there; otherwise, ask Customer Care to confirm the available request or delivery option.

State any deadline in your request and distinguish an annual tax statement from a regular monthly statement or payment history. You do not need to send your tax return, login credentials or bank details in the initial request.