Keeping track of your finances is much easier when you know where to find and download your documents. The Bank of America mobile app gives you access to transactions, monthly statements, tax forms, and other important account records. Whether you need documents for taxes, a loan application, or personal record keeping, you can quickly access your Bank of America statements right from your phone.
How to View Recent Transactions
Start by opening the Bank of America app and selecting the account you want to review from the home screen.
This takes you to the account details page. Scroll down past the account and routing number section to find your recent transactions. Every purchase, deposit, transfer, and withdrawal appears here in chronological order, with the newest transactions listed first.
You can tap on any transaction to see additional information, including:
- Merchant name
- Date the transaction posted
- Spending category assigned by Bank of America
- Other transaction details
This section is useful for monitoring spending and verifying that purchases have gone through successfully.
Accessing Bank of America Statements and Documents
Continue scrolling down on the account page past the spending and budgeting features, create goal section, and mobile order options until you reach Account Management.
Under Account Management, tap Statements and Documents.
This area contains all your official Bank of America statements and documents, including:
- Monthly account statements
- Tax forms
- Notifications and letters
- Other account documents
These records can be useful for:
- Tax preparation
- Mortgage or loan applications
- Income verification
- Personal financial records
At the top of the page, you’ll see an account selector and a year selector. By default, the current year is displayed.
How to Download Bank of America Statements
The most recent statement appears under the “Most Recent” section. Simply tap it to open the PDF inside the app.
Once the PDF opens, you can:
- Read the statement
- Download it to your device
- Save it for future reference
Downloading Bank of America statements only takes a few taps, making it easy to access important financial records whenever you need them.
Understanding the Different Document Categories
Below the most recent statement, you’ll find four categories.
Statements
This section contains your regular monthly Bank of America statements for checking, savings, and other eligible accounts.
Tax Statements
Here you’ll find tax-related documents, such as Form 1099 and other tax forms.
Notifications and Letters
This category stores official correspondence from Bank of America, including:
- Security alerts
- Fee notices
- Account updates
Other Account Documents
Any documents that don’t belong in the previous categories are stored here.
How to Find Older Bank of America Statements
If you need statements from previous years, tap the year selector located in the upper-right corner of the screen.
The app allows you to switch between years and access records going back to 2019. After selecting a year, you’ll see a complete grid of monthly statements, from January through December.
Simply tap any month to open the statement PDF. From there, you can:
- Read the document
- Download it
- Share it directly from the app
This feature is especially useful when you need Bank of America statements for accountants, lenders, or tax purposes.
Sharing Downloaded Statements
Once a statement PDF is open, you can share it directly from your mobile device. This can be helpful if you need to:
- Send statements to your accountant
- Upload documents for a mortgage or loan application
- Maintain digital copies for your records
Always make sure you’re sharing documents securely since they contain sensitive financial information.
Important Things to Know About Statement History
Before downloading Bank of America statements, keep these points in mind:
Statement History Starts in 2019
The mobile app only displays online statements dating back to 2019. If you need records older than that, you’ll need to sign in to Bank of America Online Banking from a computer and request them separately.
Tax Documents Must Be Downloaded
Unlike regular statements, tax documents cannot be viewed directly in the app. They must first be downloaded as PDF files because they contain sensitive information, including Social Security numbers and tax details.
After downloading them, store the files securely in:
- An encrypted folder
- A password-protected storage service
- A secure password manager
Avoid sending tax forms through unsecured email whenever possible.
Tips for Finding Tax Forms
The easiest way to locate tax documents is to begin with the current year and work backward.
Keep in mind that forms for the previous tax year are generally posted around mid-February. If you’re searching for last year’s documents in January, they may not be available yet.
Final Thoughts
The Bank of America mobile app makes it simple to access and download Bank of America statements whenever you need them. Whether you’re reviewing recent transactions, retrieving monthly records, or downloading tax forms, everything is organized within the Statements and Documents section. With statement history available back to 2019 and the ability to download PDFs directly from the app, managing your financial records is fast and convenient.
