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How to access your tax documents with Westerra

Tax season is approaching, and we want to make sure you have everything you need to file with confidence. Here’s a simple guide to help you access your tax forms.

When will my tax forms be available?

Your tax forms (such as 1098 and 1099) will be mailed to the address on your account by Jan. 31, 2026. If you will be receiving form 5498 it will be mailed by May 31, 2026.

  • Action: Check your mailing address now. You can update it:

    • At any Westerra branch

    • In Digital Banking under Self Service > My Profile > Address

How to Access Tax Forms Online

Starting early February 2026, you can view and download your tax forms in Digital Banking. Here’s how:

  • Log in to Digital Banking (web or mobile app)

  • Select Self Service from the main menu

  • Click Account Statements

  • Choose Tax Statements

  • Select the year you need, and download your form

How to View Mortgage Tax Information

If you have a mortgage with Westerra, you can view your mortgage interest details online:

  • Log in to Digital Banking

  • Navigate to Accounts and select your mortgage account

  • Click Taxes and Interest to view details

New for Tax Year 2025

Individuals may now deduct interest paid on a loan used to purchase a qualified vehicle. Important: Westerra will not issue a tax form for this interest. Action: Review your December 2025 statement for year-to-date interest charges, and consult your tax adviser.

Quick Tips:

  • Update your address before Jan. 31 to avoid delays

  • Use Digital Banking for fast, secure access to your tax forms

  • Contact your tax adviser for any questions about deductions

Open a Bank Account Online Anytime, Anywhere.

Thinking of opening a new Westerra account? While we’d love to see you IRL, you can now open a Money Market Select, Secondary Share, Everyday Money or Smart Money Checking account anytime, anywhere through Digital Banking.

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