How can I access my tax information?

You can access your tax information within Digital Banking. Follow the steps below:

1. Log into Digital Banking or use the OnPoint Mobile app.
2. Select eStatements from the main menu anytime on or after January 31, 2024.
3. Click the Filter button on the top right above your list of statements.
4. In the "Filter By Category" field, select Tax Statements and click the Apply button.
5. Choose the Tax Statement you need from filtered list. (If the membership does not require any tax forms, you will not see any tax statement options.)

For further assistance, visit your nearest branch or contact us today!

YTD Dividends and Interest

To obtain your YTD dividend and interest paid information prior to receiving your official tax forms, visit Digital Banking on or after January 1, 2023 (please note #1 below) and follow the instructions below:

• Log into Digital Banking
• Select the account or loan from which you would like to view your dividend or interest paid information.
• Select the Details & Settings heading to display your "Prior YTD Dividends" (for a deposit account) or "Previous year-to-date interest amount" (for a loan account), which will reflect the 2020 total interest. (Please note #2 below.)

1. Dividend and interest paid information for 2022 found within Digital Banking will be accurate for 2022 tax purposes on January 1, 2023. Using information obtained before this date will not reflect total dividends for 2022. IRA & HSA Distribution information (1099-R & 1099-SA) are only available via eStatements or paper statements on or after January 31, 2023.
2. Dividends for HSA, IRA and IOLTA accounts are not reportable. Interest paid on loans not secured by a primary residence are typically not reportable.