eTax Forms are PDF copies of your account holders’ tax forms securely delivered through IRAdirect®.
With eTax Forms you can
- Include tax forms as part of your internal or home banking application
- Send back-up paper forms to your account holders
- Eliminate the mailed forms entirely*
*Eliminating mailed forms and only offering tax forms through your home banking system carries its own set of
IRS Disclosure Requirements.
800-356-9140
