What will happen if I don’t receive my 1099 or 1098 Forms from TD Bank?

Remember: you can expect to receive a 1099-INT form if you earn at least $10 in aggregated interest on your account. Typically, TD Bank mails 1099 and 1098 tax forms to customers in late January. If this applies to you, then you should receive your tax information within the first two weeks of February. If you did not receive a 1099 or 1098 from us and you think you should have, please contact us by secure message using the instructions below. Remember, never send your account information or any other personal information by unsecured e-mail. To send a secure message through the Online Banking Message Center:

• Log in to Online Banking
• Select the Customer Service tab
• Under "Secure Message and Inquiries," select "Send a Message"
• Under the "New Message to TD Bank Customer Service," select "General Customer Service"
• In the Subject Line, enter "1099 or 1098 Request"
• To expedite your request, please include the following information in the comments section of your message:
  1. Primary account number
  2. Account type (Savings, Checking)
  3. Address on tax form (for any 1099 corrections)
  4. Your current mailing address
  5. Any general comments to clarify your request
  6. You'll hear back from us by secure message within 24-48 hours
• To view new messages:
  1. Log in to Online Banking
  2. Go to the message center
  3. Click "Read New Messages"