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Home > Products & Services > eTaxes
eTaxes (Electronic Tax Documents)
 

The fast way to early filing.

eTaxes is a secure and convenient electronic way to receive your annual tax documentation from the Credit Union via eBranch. You will have access to your tax documents more quickly for earlier completion of your return and can retrieve them from the privacy of your home or office. Documents available through eTaxes include:

1098 Mortgage Interest Statement
1099-INT/DIV Interest Income / Dividends and Distributions
1099-B Proceeds from Broker and Barter Exchange Transactions
1099-R Distributions from Pensions, Annuities, Retirement, IRAs, etc.
5498 Contribution Information

Please note that by enrolling for eTaxes, you are electing to receive all your tax documentation from the Credit Union electronically and will no longer receive them in paper format.

For First Mortgage and Home Equity Fixed Rate Loans, the 1098 tax form is available in electronic format when you logon to “Mortgage Access Account” located on our home page. Once logged on, please select “Statements/Documents.” You will continue to receive the 1098 Mortgage Interest Statement and 1099-INT Interest Income for your mortgage account in paper format directly from the Credit Union.

Please watch our website and our quarterly newsletter, The Teller, for notification of open enrollment for the current tax year.

 
 
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