@Bang4dabuck
When talking to them, make sure you distinguish between the various "2023" 1099-B, -INT, -DIV, -OID forms, that they normally provide for you to download as PDF files from your account, and the entirely different tax import files that are used by all the tax software providers (Like H&R Block). Many call-in support staff are not aware of the difference.
But while those Financial institutions are required to provide you the PDF or paper forms at tax time, there is nothing I've ever heard of that requires them to prepare the special tax import files. That is just an additional service they have the option to provide. In fact, many smaller banks and Credit Unions may not bother expend resources to prepare those special tax import files for their 1099-INT forms at year end.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
