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The 1099-C, 1099-INT, 1099-MISC*, 1099-R, 1099-SA, 1099-Q, 1098-E and 1098 form numbers will be available in January of each year. The forms will either be sent by mail or, if signed up for electronic delivery, will be available within Online Banking before January 31. The 5498 will be mailed in May in the event you make a previous year contribution to your IRA between January 1 and April 15. Tax documents will be mailed to you only if you are not registered to receive them electronically.
If you haven't previously registered for this service, current year's tax documents are not available for downloading. However, you can register at any time to receive your next year's Tax Documents electronically. You can register through Online Statements under Additional Services in your Online Banking account. (For this service, you will be required to sign up for Online Statements.)
The following tax forms are available online: 1098, 1099-INT, 1099-A, 1099-C, 1099-Q, 1099-R and 1099SA. All 1099 Misc tax documents will be sent via hard copy mail through the United States Postal Service.
Not everyone will receive a 1099 form. If you earned less than $10.00 in interest and dividends, we do not report those earnings to the IRS, therefore you will not receive a 1099 form for those earnings.
The 1099-INT balance can also include the following amounts in addition to dividends earned:
If you previously registered to receive electronic tax documents and you are experiencing issues downloading your Delta Community tax documents via Online Banking, please contact the credit union at 1-800-544-3328 and a representative will be able to assist you.
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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.
