Tax forms related to your account will be available electronically through My Alerus. 2023 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.

Tax Form Release Schedule

Form	Timeline	Banking	Wealth Management	Retirement	Benefits
1098	Late January/Early February	X	X
1099 INT	Late January/Early February	X
1099 MISC	Late January/Early February				X
1099 NEC	Late January/Early February		X
1099 Q	Late January/Early February	X	X
1099 R	Late January/Early February	X	X	X
1099 SA	Late January/Early February				X
5498 SA	Early February				X
1099 Substitutes	Late February/Early March		X
1042 S	March	X		X
5498	May	X		X
5498	Late May/Early June		X