Mabrey Tax Forms Now Available

1099-INT, 1099R and 1098 distributed to those who qualify

If you qualify for Tax Forms 1098, 1099R and 1099-INT, your 2023 Forms are available now. Please see below the details of each form and how you can access these forms before filing your taxes.

  • 1098 – Generated for a mortgage loan account if the interest amount paid was $600.00 or greater.
  • 1099-INT – Generated for a deposit account or savings bond redemption if the account/bond earned interest of $10.00 or more.
  • 1099R – Generated for an IRA with a 2023 distribution.

If enrolled in Paper Statements – Your Tax Forms were mailed to the address of the primary account holder and should have arrived within the last two weeks.

If enrolled in Electronic Statements – You should have received an email and access to your Tax Forms on January 24, 2024. Follow the steps below to access your Tax Forms.

  1. Log in to your Online Banking account
  2. (If on mobile device) Tap on any Mabrey Bank account
  3. Select Statements & Forms 
  4. From the drop down, select the account which would have generated the documents.

If you have trouble accessing your Tax Form, please call a dedicated Mabrey Bank Customer Service Representative during normal business hours at (888) 272-8866.

Main Office - Bixby Corporate 918.366.4000 Mon-Fri, 9am - 4pm Sat-Sun, Closed