Many of your tax forms are now available online! To access your forms, please log into your account and complete the following:
Online Banking
Log into your account from a desktop or laptop
Select “Additional Services” from the blue bar at the top of the page
Select “Online Statements”
Select the appropriate month/year from the drop-down (Select January for the most recent tax forms)
Mobile Banking
Log into your account from a mobile device
Select “Online Statements” from the menu
Select the appropriate month/year from the drop-down (Select January for the most recent tax forms)
Here is some additional information about tax forms that may be helpful:
- The last page of your December account statement will reflect important information, such as Year-to-Date interest and dividends.
- 1098: Mailed by January 31st every year to members that paid $600 or more in finance charges on their mortgage loan
- 1099-INT: Mailed by January 31st every year to each tax identification number that received $10 or more in non-IRA dividends.
If you’re unable to locate a copy of a tax document, please contact us and we’ll be happy to help!
Reach Us Anytime!
You can speak with a representative 24 hours a day, 365 days a year by calling 602-683-1000!