You can access your tax statements for your savings or certificate, HELOC or Pershing investment accounts in one location by clicking on the Statements tab and selecting Tax Documents:
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Links to the tax documents for any account which earned at least $10.00 in dividends or any mortgage account on which you paid at least $600 in interest will be shown at the top of page. IRS form 5498 for your Pershing investment account (if applicable) will be shown here as well.
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Clicking on the tax document link will bring you to detailed information on the account. For example, “Access your Form 1099 for your RCU share account” links to E-Statements. Your 1099 will be located on the Tax Statements tab.
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To Access your First or Second Mortgage Tax documents, they can be found under the More Details link under your specific mortgage detail.
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From the loan information dropdown, please select Year End Information.
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Under Year End Information the tax statements for your Mortgage(s) will be listed here.
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For more information about Tax Statements please view the following article: