Download and Print 1099/1098 Forms
This guide quickly shows how to view and print your 1099/1098 tax forms available in online banking.
11 steps
2 minutes
Ucbi
1
Select the **Statements/Notices** dropdown from the left navigation menu.
2
Select **View Documents** from the dropdown list.
3
In the *Select an account* dropdown, select the account that you would like to print your 1099/1098 form from.
**Note:** Only interest‑bearing accounts allow you to print a 1099/1098. If you select a non–interest-bearing account, you will receive an error message and will **NOT** be able to print these documents.
4
Under the *Select a document type* dropdown, select the statement or document type that you would like to download and print.
5
Select the time frame with *From* and *To* dates.
6
Once your statements details have been entered, click the **View documents for accounts** button.
7
Either select individual statments or documents to download...
8
Or click the checkbox next to Documents to select all.
9
To download your documents, select the **Download Selected Documents** button. Your browser will automatically begin downloading a PDF version of your statement that you can then save to your device.
10
Click the **Close** button.
11
Finally, click the **Download .zip file** button to download your selected documents.
Download and Print 1099/1098 Forms
This guide quickly shows how to view and print your 1099/1098 tax forms available in online banking.
11 steps
2 minutes
Ucbi
1
Select the **Statements/Notices** dropdown from the left navigation menu.
2
Select **View Documents** from the dropdown list.
3
In the *Select an account* dropdown, select the account that you would like to print your 1099/1098 form from.
**Note:** Only interest‑bearing accounts allow you to print a 1099/1098. If you select a non–interest-bearing account, you will receive an error message and will **NOT** be able to print these documents.
4
Under the *Select a document type* dropdown, select the statement or document type that you would like to download and print.
5
Select the time frame with *From* and *To* dates.
6
Once your statements details have been entered, click the **View documents for accounts** button.
7
Either select individual statments or documents to download...
8
Or click the checkbox next to Documents to select all.
9
To download your documents, select the **Download Selected Documents** button. Your browser will automatically begin downloading a PDF version of your statement that you can then save to your device.
10
Click the **Close** button.
11
Finally, click the **Download .zip file** button to download your selected documents.
