Get ready for tax season!
Before you meet with a tax professional – or sit down to prepare your own – it helps to have your paperwork in order. Visit Online Banking for easy access to the information you’ll need for annual filing:
- Review 6 months of checking, savings and money market account history
- Transaction history
- Check images
- Download and print important documents
- Form 1099 (income reporting)
There’s no time like refund time.
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Online Banking users can access their last 7 years of monthly statements and two annual summaries. Detailed transaction history is available in Account Activity for six months. If you need to go back further, transaction history can be expanded up to 24 months*. You can also order a CD-ROM with seven years of account data*.*Fees may apply
Frequently Asked Questions
Where do I view copies of my tax forms online?
If you need a copy of a correction notice, please contact us at 1-800-453-2265.
Commercial and Small Business customers can not view copies of their tax forms online at this time. Commercial and Small Business customers can direct their questions or requests for copies to our Customer Contact Center.
Who can view copies of tax forms online?
I have a joint account; why can't I access copies of the tax forms related to this account online?
Can I view my correction notice online?
Who should I call if I have additional questions about my tax forms?
Will I receive a 1099 from Commerce Bank if I earned less than $10.00 of interest?
Can my tax forms be mailed to a different address?
Why did I receive a 1099 for a myRewards incentive bonus?
Can I view copies of previous year's tax forms online?
Will I continue to receive my paper tax forms?
Why does the tax statement I view online show my complete SSN but the one I received in the mail does not?
What if I need copies of additional tax forms that are not provided online?
Is there a fee to view copies of my tax forms online?
When will I receive my tax forms from Commerce Bank?
Disclosures:Consult a tax advisor for advice.
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.
To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.