Tax Form Availability

As always, year-end figures are available on your December statements. Tax forms will be available as indicated below.
 

1099-INT

Interest Statement for Deposit Accounts – Available in February
 

1099-SA

HSA Withdrawals for the Year – Available in February
 

1099-R

IRA Withdrawals for the Year – Mailed by January 31
 

1098-Mortgage Statement

Interest Statement on Loan – Mailed by January 31
 

5498-SA

HSA Contribution Statement – Available in May
Members have until April to make contributions for the previous year.

 

5498-R

IRA Contribution Statement – Available in May
Members have until April to make contributions for the previous year.