How do I get my 1099 or 1098 tax forms?

Will I receive a tax form?

December year-end statements serve as your statement of credit union dividends earned and interest paid for that year. If you paid interest on any consumer loan during the year, the year-end statement serves as your statement of interest paid to the credit union for that year.

• Home Equity loan interest paid $600.00 or more is also available on form 1098 in late January.
• Dividends earned totaling $10.00 or more is also available on form 1099 INT in late January.
• 1099 R forms regarding IRA withdrawals are mailed in late January.

When are tax forms available?

If eligible, tax forms are available late January.

How do I view tax forms?

• Log in to online or mobile banking
• From the menu, select Documents.
• Select Tax Forms tab to see available tax documents

Please note last year’s tax forms will not be available until late January.

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