Go Green - Get your account statements electronically!
It's easy to enroll - simply log into Online Banking and click on the eStatement tab
- Statements are archived online and you may print them, save them on your personal computer, or leave them stored in the archive.
- You’ll receive an email reminder when your statement is ready
If you are enrolled in eStatements with 1st CCU you'll also receive any applicable tax forms electronically. Account holders who are not signed up for eStatements will receive any tax forms in the mail.
Tax documents are sent out to account holders who have earned $10 or more in dividends and paid $600 or more on a mortgage loan.
When the eTax document is delivered to your Online Banking account you will receive an email notification that your form is available. Follow these steps to view, save, or print the document:
- Log into Online Banking (Note: If you have multiple membership accounts please log into each individual account to retrieve any Tax Documents for the account. Tax documents are accessible only within the individual account, they are not set up for cross-account access.)
- Click on the eStatement Tab
- Click on the eTax sub-tab
- Click on the date of the Tax document you wish to view, download, or print
If you have any questions please contact 1st CCU by calling 888-706-1228 or by sending us a secure message via the Online Banking Message Center.
Note: Members who enroll in eStatements AFTER our statement processor finalizes the end-of-year tax documents may still receive any applicable tax forms in the mail.
Frequently Asked Questions About eTax Forms:
What is an eTax Form?
Also known as an eTax Document or eTax Statement, an eTax Form is an electronic version of the 1099-INT or 1098 form. If you qualify to receive one or both you may need the information from the tax form when you file your taxes with the IRS.
What eTax Form(s) will I get?
The form(s) you receive depend on your account relationship with 1st CCU. If you earned more than $10 in savings dividends in the calendar year you will receive a 1099-INT. If you paid $600 or more in interest on a mortgage loan in the calendar year you will receive a 1098 form. You won't get an eTax Form if neither of those apply to you.
When will eTax Forms be available for viewing in Online Banking?
We aren't able to provide an exact date but we anticipate the forms will be available sometime during the second or third week of January. Tax forms for members who aren't enrolled in eStatements will be sent out by January 31st. If you are enrolled in eStatements you will receive your eTax Forms sooner.
What if I received the notification email and logged into Online Banking but there are no documents to view in the eStatement tab?
If you have multiple accounts, and especially if you have more than one account set up for cross-account viewing within Online banking, you may be logged into the wrong account. Log out of the account and log into your other account and click on eStatement, then eTax to view the eTax Form.
What if I accidentally deleted the email that says my eTax Form is ready?
No problem, because the email is simply a notification that the form is ready. Your eTax Form is still securely archived in Online Banking.
What if I no longer want to receive my eTax Forms electronically?
You can switch back to paper delivery of all statements, notices and tax forms at any time by changing the setting in Online Banking. Click on the Services tab, select eStatement Enrollment, and read and follow the directions for returning to paper statements.
Can I unenroll from eTax Forms but still be enrolled in eStatements?
No, the enrollment for eStatements encompasses eStatements, eTax Forms, and eNotices (maturity notices, balloon notices, etc). They cannot be separated.
Can I have the eTax Form email notification sent to a different email address?
Sorry, we can only send to one email address. If you need to change the email address for all your notification emails please contact 1st CCU or change your email in Online Banking by clicking on Settings.
What if something isn't correct on my eTax Form?
Verification of the information, including name spelling and Social Security or Tax Identification Number is very important on all documents you receive for tax purposes. Any discrepancies should be reported to the Credit Union right away so it can be corrected.