Tax Information

1098 and 1099 tax forms will be mailed in late January 2024. See below for additional information.

Home Loans

When will my 1098 Form be mailed?

All 1098 forms will be mailed by January 31, 2024.

Can I get my 1098 Form online?

Yes, copies of your 1098 Form can be downloaded within our online portal we call HOME. To locate your tax forms, log in then click on Manage My Loan > Statements > Tax Statements. Click here to log in or here to register as a new user.

My loan was transferred to/from Northpointe Bank and another servicing company in 2023. How will tax reporting information work in this scenario?

Each servicing company will mail a 1098 Form specific to the interest paid and/or points paid, if applicable on the loan to that servicer/lender. So, If payments were made to separate servicers/lenders during the calendar year, then separate 1098 Forms will be sent for that loan, one from Northpointe Bank and one from the other servicer/lender.

My loan was paid off in 2023. Will Northpointe Bank still send me a 1098 Form?

Yes, if interest was paid to us on the loan during the calendar year, we will send a 1098 Form.

I moved during the year and changed my mailing address. How can I check where you sent the 1098 Form?

Undeliverable mail is returned to Northpointe Bank. Copies of the 1098 Form can be obtained via HOME by logging in here or click here to register as a new user.

I'm not listed on the loan, but I file taxes jointly with the loan account holder. Can I contact you with questions or to request copies of the 1098 Form?

Only borrowers on the loan can request information on the loan, including 1098 Form questions or copies.

I think there is an error on my 1098 Form, what should I do?

Please call us at (888) 672-5626 or log into our loan servicing portal to send us a secure message regarding any questions or concerns.

All in One Loans

When will my 1098 Form be mailed?

All 1098 Forms will be mailed by January 31, 2024.

Can I get my 1098 Form online?

No, copies of your 1098 Form are not available within Online Banking. Please call us at (888)-672-5626 to request tax forms.

My loan was paid off in 2023. Will Northpointe Bank still send me a 1098 Form?

Yes, if interest was paid to us on the loan during the calendar year, we will send a 1098 Form.

I'm not listed on the loan, but I file taxes jointly with the loan account holder. Can I contact you with questions or to request copies of the 1098 Form?

Only borrowers on the loan can request information on the loan, including 1098 and or 1099 INT Form questions or copies. Please note 1099 INT are sent for Texas primary residents only.

I think there is an error on my 1098 Form, what should I do?

Please call us at (888) 672-5626 or email us at banking@northpointe.com to discuss further.

Bank Accounts

When will my 1099-INT Form be mailed?

All 1099-INT Forms will be mailed by January 31, 2024.

Can I get my 1099-INT Form online?

No, copies of your 1099-INT are not available within Online Banking. Please contact call us at (888) 672-5626 to request tax forms.

My account was closed during 2023. Will Northpointe Bank still send me a 1099-INT Form?

Yes, a 1099-INT Form will be mailed if $10.00 or more in interest was paid to you during the calendar year.

I moved during the year and changed my mailing address. How can I check where you sent the 1099-INT Form?

Undeliverable mail is returned to Northpointe Bank. If you have not received your 1099-INT or have any further questions, please call us at (888) 672-5626 or email us at banking@northpointe.com .

I'm not listed on the bank account, but I file taxes jointly with the account holder. Can I contact you with questions or to request copies of the 1099-INT Form?

Only account holders listed on the account can request information such as 1099-INT questions or copies.

I think there is an error on my 1099-INT Form. What should I do?

Please call us at (888) 672-5626 or email us at banking@northpointe.com to discuss further.