Each year, the 1099-INT, 109-R, and 1098 tax forms are sent out by January 31st. The 5498 tax form is sent out by May 31st.
Members can only see their tax form(s) in online banking if they are enrolled in eStatatements. To find out how to enroll in eStatements, click here.
If you are not enrolled in eStatements, your tax form(s) will be mailed to you.
Please Note: You will only receive a 1099-INT tax form if your total dividends earned for the year was $10.00 or more.
| Mailed/posted to eStatements by: | Form number and description: |
| 1/31 | 1099-INT - Reports dividends earned in excess of $10.00 (accounts that have earned less than $10.00 are not reported). |
| 1/31 | 1099-R - Reports money withdrawn (distributions of $10.00 or more) from an IRA account. |
| 1/31 | 1098 - Reports interest paid on mortgage and home equity loans (only sent for interest over $600). |
| 5/31 | 5498 - Reports deposits to an IRA, the Fair Market Value (December 31st balance), and the Required Minimum Distribution (73+). |