Tax Information

The following tax documents are now available online for members. 

• 1099-INT- Interest Income, Back-up Withholding, CD Penalties Paid
• 1098- Mortgage Interest Statement (mortgage or home equity loans)
• 1099-R- Distributions from IRAs
• 1099-Q-  Payments from Coverdell Education Savings Accounts

How to Access Your Tax Documents in Online or Mobile Banking

If you have opted in to receive e-statements, you will receive an email notification when your tax forms are available to view in Online or Mobile Banking. Simply follow the steps below to access them:

1. Log into Online or Mobile Banking.
2. Navigate to the More menu and find E-Notices.
3. Select the appropriate membership (if applicable).
4. All available tax documents will be listed.

Note: You will need to download Adobe Reader to open your documents. You will also need to enable pop-up blockers on your browser on desktop.

You'll receive a 1099-INT form only if you've received over $10 in dividend distributions over the course of the year. If you did not receive over $10 in dividend distributions over the course of the year, you will still be required to report your earnings to the IRS.

Your total prior year deposit and loan interest amounts will appear on your January statements.  

IRA statements are available within Online and Mobile Banking in the E-Statements section. 

If you need a duplicate tax form please give us a call at 503.626.6600 or 800.452.8502.