Ace Tax Season

We've got your back this tax season.
Filing made easier with everything you need for tax time.

When & What

Tax forms are mailed to members in mid-January. If you don't receive a tax form by Feb. 28, please reach out to request another copy.

Check out this table of tax documents you may receive from us in the mail.

You can also access tax forms in Digital Banking if you receive eStatements. Log into Digital Banking, select eDocuments from the menu, and scroll down to the eTax forms.

How

We partner with TurboTax® to offer exclusive discounts for our members.* With seasoned tax experts and powerful tech, TurboTax handles the details so you can be sure your taxes are done right.

	Trusted experts: TurboTax has experts ready to help, whether you need answers to your tax questions along the way or want an expert to do your taxes for you from start to finish.
	Smarter tech: Do your own taxes and get instant answers to your tax questions with AI-powered Intuit Assist.
	Save 10% instantly: Our members are eligible for 10% off TurboTax federal products when you use the link below or in Digital Banking.

Get Started

P.S. We always recommend consulting a tax advisor for tax advice.

Document Number	Document Name	Receive Method	Receive By Date
1098	Mortgage Interest Statement	Mail	Jan. 31
1099-INT	Interest Income	Mail	Jan. 31
1099-MISC	Miscellaneous Income	Mail	Jan. 31
1099-R	Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	Mail	Jan. 31
1099-SA	Distributions from an HSA, Archer MSA, or Medicare Advantage MSA	Mail	Jan. 31
5498	IRA Contribution Information	Mail	May 31

RESOURCES

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*Visit https://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2025. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.