Tax forms related to your account will be available electronically through My Alerus. 2022 tax forms will also be mailed to you.

To access tax forms, log in to your My Alerus account and select My Documents. Click the link to View All Tax Forms. Tax forms from the previous three years are available.

My Documents Screenshot
Tax Form Release Schedule

FormTimeline
Banking
Wealth Management
Retirement
Benefits
1098Late January/Early February
1.18.23
X
1099 INTLate January/Early February
1.18.23
1099 MISCLate January/Early February
X
X
1099 NECLate January/Early February
X
1099 QLate January/Early February
1.18.23
X
1099 QELate January/Early February
X
1099 RLate January/Early February
1.18.23
X
X
1099 SALate January/Early February1.9.23
5498 SAEarly February
X
1099 SubstitutesLate February/Early March
X
1042 SMarch
X
X
5498May
X
X
5498Late May/Early June
X