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1098 and 1099 Tax Forms Now Available

1098 and 1099 Tax Forms Now Available

1098 and 1099 Tax Forms are now available for members. Members signed up for eStatements can find the tax forms within online banking. Members not signed up for eStatements should be receiving these forms in the mail the week of January 30th, 2017.

Tax forms can be found within online banking by selecting the eStatements icon through the dashboard to be directed to the eStatements page.

Tax statement screenshot

Please note that amounts less than $600 are not reported for 1098 forms. Amounts less than $10 per SSN are not reported for 1099-INT forms. Amounts less than $10 per IRS plan are not reported for 1099-R forms.

Please visit us at a CUA location or contact us at 316-265-3272 if you experience one of the following:

  • You are not signed up for eStatements and you have not received your tax form(s) in the mail by February 4th.
  • There is information on your tax form(s) that is incorrect.
  • If you have questions about amounts being above the reporting threshold and not receiving forms.

A member of our team may request additional information so that they can submit your questions to the appropriate department for review. Please allow for up to 10 days for a corrected form to be mailed to you.


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