Save 20% or more and get your refund up to 5 days early. See note a
Enlisted active duty and Reserves can file their federal return free. Members save 20%, whether you get a tax expert to help or file on your own. See note 1
Bank tax forms schedule
| Form | Available Online By | Mailed By |
|---|---|---|
1099-INT, R, MISC | 01/31 | 01/31 |
1099-Q, 1098 | 01/31 | 01/31 |
1099-A, C | N/A | 01/31 |
1042-S | 03/15 | 03/15 |
5498-ESA | 04/30 | 04/30 |
Life insurance tax forms schedule
| Form | Available Online By | Mailed By |
|---|---|---|
1099-INT, R, MISC | 01/31 | 01/31 |
1099-LTC, SB | 01/31 | 01/31 |
1042-S | 03/15 | 03/15 |
5498 | 05/31 | 05/31 |
Save your tax refund
If you know you’re getting a tax refund, save some or all of it using our Savings Booster Tax Refund tool. We’ll automatically transfer the amount you set into the USAA Bank account you choose.
Tax FAQ
1099 tax forms for USAA Federal Savings Bank and Life Company cannot be automatically imported to TurboTax using an import code.
If you used USAA to upload documents to TurboTax, you'll now need to input your information manually. See tax FAQ.
Here’s a helpful guide for what’s generally reported on the following information returns:
- 1098: Mortgage interest
- 1099-A: Acquisition or abandonment of secured property
- 1099-C: Canceled debt
- 1099-INT: Interest income
- 1099 LTC: Long-term care and accelerated death benefits
- 1099-MISC: Miscellaneous income
- 1099-NEC: Nonemployee compensation
- 1099-Q: Payments from qualified education programs
- 1099-R: Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs and insurance contracts
- 1099-SB: Seller’s investment in life contract
- 1042-S: Certain income earned by foreign persons from U.S. sources
- 5498: IRA contribution information
- 5498-ESA: Coverdell ESA contribution information
In certain circumstances, the IRS allows companies like USAA to provide substitute tax forms.
