Believe it or not, it’s February (wasn’t it New Year’s like five days ago?!), which means good old tax season is here again. We want to help you be prepared to tackle your taxes and get back to doing the things you enjoy. All forms, statements, and important tax documents were mailed to our members on or before January 31, 2020. Paper copies were sent to your address on file and digital copies are available to members who use Mobile and Online Banking and have already signed up for eStatements.
What Forms Can You Expect?
|1099-R||Distribution from Pensions, Annuities, Retirement or Profit Sharing, IRAs, Insurance Contracts|
|1099-C||Cancellation of Debt|
|1099-Q||Payments from Qualified Education Programs (529 Plan)|
|1098||Home Equity Interest|
|1098||First Mortgage Interest Statement|
|5498||IRA Contribution Info|
|5498-ESA||Coverdell ESA Contribution Info|
Online Banking Members
To access your tax documents online, go to the EDOCUMENTS widget and click Statements to view your 1099s or 1098s.
For alternative access, members can also click on the ACCOUNTS widget, then click Tax Information. Next, expand the Dividends Earned and Interest Paid fields.
Mobile Banking Members
To access your documents on your device, go to eDocuments and click Statements.
If you have any questions or would like someone from our Virtual Branch team to walk you through this process, you can reach out to us by calling 800.562.5515 or 206.298.9394 or send us a secure message from the Message center within your Online Banking profile.