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Important Tax Information

As you start to prepare for this year's tax season, MidWestOne would like to share our upcoming holiday hours and information on end of year tax documents.

1 | Tax Notices

All tax notices will be sent out no later than January 31.

2 | Correct Information

Please make sure your address is correct before January 1 to ensure accurate delivery of end of year documents. If you need to update your address, you can do so within personal online banking, by clicking the Profile link in the upper right corner.

3 | Social Security and Account Numbers

To protect your personal information, all tax notices will mask your Social Security Number and account numbers. Notices will contain the last four digits of your SSN, the last four digits of deposit account numbers, and the last six digits of loan numbers.

 

Frequently Asked Questions

In which instances will MidWestOne not send a year-end tax form?

The bank will not send a 1099-INT form if the total amount of deposit interest paid in 2019 is less than $10. We will not send a 1098 if the amount of mortgage loan interest paid is less than $600.

What if my address changed after January 1?

We will periodically review tax documents that were undeliverable and send them out if your address has updated. Please visit your local office or call us if you have not received your tax documents by the middle of February.