• 2023 Tax Statements

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  • WHEN WILL I RECEIVE MY 2023 TAX FORMS?

    We will issue your tax forms by January 31. If you have not received them by February 15, please check Online Banking, visit a branch, or call us at (800) 553-0880.

    WHERE DO I FIND MY 1099-INT FORM?

    If you are enrolled in Online Banking and you meet the IRS guidelines ($10 or more in dividends earned), you can find your 1099-INT form by:

    • Logging in to Online Banking
    • Go to “Statements & Docs” in the menu
    • Select “Monthly & Tax Statements”

    WHERE DO I FIND MY 1098 FORM?

    If you are enrolled in Online Banking and you meet the IRS guidelines ($600 or more in mortgage interest or points paid), you can find your 1098 form by:

    • Logging in to Online Banking
    • Go to “Statements & Docs” in the menu
    • Select “Monthly & Tax Statements”

    At Tech CU’s discretion, if you paid $0.01 or more in mortgage interest or points, you will also receive a 1098 form.

    WHERE CAN I GET A COPY OF MY 1099-R?

    If you are enrolled in Online Banking and you meet the IRS guidelines, you can find your 1099-R form by:

    • Logging in to Online Banking
    • Go to “Statements & Docs” in the menu
    • Select “Monthly & Tax Statements”

    You can also pick up a copy of your 1099-R by visiting any Tech CU branch location or by calling our Contact Center at (800) 553-0880.

    HOW CAN I FIND THE AMOUNT OF Dividends EARNED IN 2023?

    You can find the amount of dividends earned in the previous year by logging into Online Banking and looking at your December statement. This information will also appear on your 2023 tax form.

    WILL I RECEIVE A TAX FORM FOR MY SOLAR LOAN?

    You will not receive tax forms from Tech CU for your solar loan since solar loans are secured by the solar system, and not by real estate.

    However, if you purchased your solar system in 2023 you may be eligible for a Federal Tax Credit (FTC)1 and you'll need to check with the IRS for specifics. Because everyone's income and financial situation is different, it’s important that you consult with a tax professional for specific advice and details on the amount of the credit. Please note: a tax credit, if you are eligible, reduces the amount of taxes you owe, but does not guarantee a tax rebate or refund.

    Here is the required IRS form 5695 to apply. You will also need the total cost of your solar system provided by the solar installer in the Home Improvement Contract at the time you purchased your solar system. You should reach out to your solar installer directly to request a copy of the contract.

    WILL I RECEIVE BOTH AN ONLINE STATEMENT AND A PAPER ONE?

    If you signed up for eStatements only, your tax statement is available through Online Banking. If you did not, you will receive a paper statement mailed to the address we have on file and your tax statement will also be available through Online Banking.

    WHEN WILL I RECEIVE TAX FORM 5498 FOR MY IRA OR HSA ACCOUNT?

    These statements will be available in May 2024. To see contributions made in 2023, review your December 2023 statement.

    What is Tech CU’s routing number?

    Technology Credit Union's Routing Number (ABA #) is 121181976.

    Where can I find my 13-digit account number so that I can provide it to my tax preparer?

    Your 13-digit account number comprised of your account code, account ID and member number formatted as follows:

    • First Digit: Account Code: 1 for share accounts, 2 for loans
    • Next 2 digits: Account ID
    • Last 10 digits: Membership number preceded by zeros

    You can also easily locate your 13-digit account number via Online Banking. Visit our resources page for instructions.

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