Year End Tax Forms Coming Soon!

Your tax form(s) will be with your year end statement this year! That will include 1099-DIV for earnings on savings and certificates. It will include any 1098 forms for real estate interest as well. Any qualifying student loan interest will be sent in a separate mailing.

All tax forms will be included with your year-end statement if you receive hard copy statements. These should be in your mailbox by at least the second week of January. Those members who receive e-statements can access their tax forms in the “Documents and Statements” section of either the mobile app or online. These should be available the first week of January. Don’t forget to save these forms for your tax preparer!

Please remember that 1099-DIV forms are only generated if earnings are over $10. 1098 forms are only generated if interest paid is over $600.