How to Access Year-End Tax Documents

You can access your year-end tax documents online in PDF format.

1099 Forms

If you received $10 or more in dividends in the prior year, your Form 1099-INT is available for download as an eStatement within Online Banking.

  • Sign in to Online Banking
  • Click on your primary account tile.
  • On the Account Details page, select “Online statements” from the menu to the right of the account balance tile.
  • Your 1099-INT will be available for download in PDF format.

If you did not receive at least $10 in dividends in the prior year, a 1099-INT will not be available. However, you are still required to report all interest income on your taxes. You can view the total interest earned for a given year on the last page of your December statement.

1098 Forms

If you have a mortgage loan with Communication Federal Credit Union and paid $600 or more in interest in the prior year, your Form 1098 Mortgage Interest Statement is available in the TruHome online mortgage portal.

  • Sign in to TruHome.
  • Select “Statements and Documents” from the top menu.
  • Click “View Statements”
  • Click the desired year in the Year End Statements area to download your Form 1098 as a PDF.

If you have trouble accessing your tax documents, please send an email to [email protected] or call 800.522.3535 for assistance.