The Internal Revenue Service (IRS) has minimum transaction thresholds that limit the necessity for certain tax forms to be generated. If your account did not perform to the minimum qualifications, you will not be required to report your activity and therefore, will not receive specific tax documents.

If you believe your account performed to the minimum threshold requirements and did not receive a mailed document, tax forms are available in the eStatement section of Online Banking on or around February 13th of a given tax year.  You may also request a paper copy from the Credit Union by submitting a Support Request or giving us a call.

Check out the IRS Website for more details.