Tax documents for 2023 will be available on the following timelines
GRB Deposit Accounts and Portfolio Loans
All 1098s/1099s for GRB deposit accounts and portfolio loans were available electronically on Jan. 25, 2024 for customers who selected this option in GRBonline.
For those who requested a printed document, all 1098s/1099s will be printed and mailed by Jan. 31, 2024.
Files for all 1098/1099 reporting will be transmitted to the IRS on Feb. 28, 2024.
Health Savings Accounts
HSA and IRA customers can make prior year contributions through April 15, 2024. As such, all 5498s (for IRA and HSA contributions) will be created after processing on April 15, 2024. The forms will be printed and mailed beginning on May 6, 2024.
Mortgage Information
For mortgages sold to Fannie Mae and serviced by TMS on behalf of GRB, 1098s were mailed to customers with their monthly statement by Jan. 21, 2024. Electronic year-end statements were sent via email by Jan. 14, 2024. These documents will also be available in the borrower portal.
For mortgages sold to other investors, the investor sends out the 1098s.
GRB 1098s were mailed on Jan. 24, 2024 for:
- Any points/interest paid at closing
- Any upfront PMI payments
Corrections
A correction file (for any adjusted information) will be created by the data center on June 10, 2024. Any corrections after that date will require a paper correction form, submitted directly to the IRS.
If you have questions about the information on your 1098/1099, please contact our team.
