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 eDocuments
  • Select View eDocuments, choose the Prime Share representing your entire account. eDocuments will pop-up in a new window.
  • Select Tax Forms tab to see available tax documents.

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