2024 Tax Documents
We will be providing your 2024 Associated Bank tax documents no later than January 31, 2025. If you’re signed up for online statements, you will be able to access your tax documents 24/7 via digital banking. There is an option to print from there.
Form 1099-INT, Interest Income
If you earned $10 or more in interest from Associated Bank in 2024, you’ll receive a Form 1099-INT. If you’re signed up for online statements, the 1099 will only be provided in digital banking.
Form 1098, Mortgage Interest Statement
If you paid mortgage interest of $600 or more per loan, you'll be mailed a Form 1098. You may receive more than one Form 1098. Instructions for Form 1098 are available on the IRS website here.
Please retain these forms for preparation of your taxes.
Note: If you haven't received your tax documents by February 8, 2025, and believe you should have, please check your online statements or call our Customer Care team.
Please consult with your tax advisor if you have any questions about your taxes.
Form 1099-SA, HSA
If you completed a reportable distribution from your health savings account in the 2024 tax year, you'll receive a Form 1099-SA. This form will only be provided in your Associated Benefits Connection® Participant Portal.
Form 5498-SA, HSA
If you completed a reportable contribution in the 2024 tax year or had a balance in your health savings account as of December 31, 2024, you'll receive a Form 5498-SA. This form will only be provided in your Associated Benefits Connection® Participant Portal.
Personal appointments
Up to 30 min
Have questions about your existing account or digital banking? We’re here to help with online/mobile questions, debit card needs, updating your account and more.
Up to 30 min
Schedule a quick meeting to pick up your debit card if you’ve opened a new account or need a replacement card for your existing account.
Up to 60 min
Looking to open a new account? We’re here to help with all your checking needs, including debit cards, online and mobile banking and more.
Up to 60 min
Meet with a banker to discuss your finances and goals. The banker will help you review your savings, credit, and more – and provide you personalized solutions.
Up to 60 min
If you’d like to open a new account, we’re here to help with current rates, term options and more.
Up to 60 min
Need extra funds to tackle a project or cover expenses? We can help! Make the most of your home equity by speaking with a banker about a home equity loan. We have personal loans too! Meet with a banker for answers to all your questions, or save time and complete your personal loan application in minutes at AssociatedBank.com/loan. If you need assistance with a mortgage loan, please contact our mortgage lending team directly at 800-236-3617.
Up to 60 min
We’re here to help with the answers you need for purchasing a new home or refinancing your mortgage.
Up to 60 min
Looking to open a Health Savings Account (HSA) or have questions on your current account? We’re here to help with all of your HSA needs – including eligibility, coverage, debit card access and more.
60 mins
Looking to Invest your HSA funds in a 15 month or longer HSA CD?
Business appointments
Up to 30 min
Have questions about your existing business account or business digital banking? We’re help to help with online/mobile questions, debit card needs, updating your account and more.
Up to 60 min
Your business depends on cash flow, and you can depend on us for the checking products you need. We’re here to help with your business checks, debit cards, online and mobile banking and other services.
Up to 60 min
We’re here to help with flexible savings and investing options to keep your cash working while you focus on your business.
Up to 60 min
With flexible financing to expand your business, update equipment and purchase real estate, we’re here to help turn your plans into reality.
Up to 60 min
Looking to start a competitive benefit offering? We’re here to help with all your benefit needs – including HSA, FSA, HRA, Commuter, COBRA and Direct Bill.
Up to 60 min
Are you a current sponsored employer, looking to understand your benefit platform performance? We’re here to help.
Up to 60 min
Interested in offering Associated Benefits Connection to one of your clients? We’re here to help with your pre-tax employee benefit needs.