why can I not access all of our tax documents? only one I get is one in my name only. also have accounts in both names...home equity loan

Indigoann
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1 REPLY

Hello Indigoann. Sorry for any inconvenience. Usually the tax documents pertaining to a home equity loan will be located under the primary borrower's USAA account, even if a joint account. You should find what you are seeking under your spouse's  USAA account if they are the primary account holder. Once you access the My Documents page, you can scroll to the bottom and find an folder specifically for tax information. Hope this helps! MO