Opting-in to receive your Brookline Bank year-end tax forms online is the fastest, most convenient and environmentally friendly way to view your tax forms. Your 2020 tax forms will be accessible at no charge through Cash Management Online.
PLEASE NOTE: You must opt-in by December 27, 2020 to receive online versions of your 2020 year-end tax forms.
Once you opt-in to online tax forms, you will no longer receive paper year-end 1099 and 1098 tax forms. If you change your mind, and no longer wish to receive online tax forms, you can opt-out by following the same process and deselect the applicable forms check box(es).
You must be enrolled in eStatements before you can opt-in to receive tax forms online. If you are not enrolled in eStatements, please contact your banker to enroll today.
If you are currently receiving estatements and would like to opt-in to receive year-end tax forms online, follow the steps below:
If you have any questions about eStatements or online tax forms, please contact our Cash Management Support Team at 617-927-7927.