Tax Form Support
Prepare Your Taxes1
Whether you’re preparing your own taxes, or handing off your documents to a professional, the table below lists and explains the documents you might need from UFCU, and where you can find them.
| Tax Form | Tax Form Title | Description | Where You Can Find this Form |
|---|---|---|---|
| 1098 | Mortgage Interest Statement | This form reports interest paid on your UFCU Mortgage loan. Any interest assessed on a mortgage loans triggers this form. | You should receive this document in the mail. You may also request this form at any UFCU location, or log in to Online Banking or mobile app, and choose Mortgage » Document Center select » Taxes" to "You should receive this document in the mail. You may also request this form at any UFCU location, or log in to Online Banking or the Mobile app, and choose Mortgage » Document Center select » Taxes |
| 1099-INT | Interest Income | This form is only generated on accounts that have earned $10 or more in interest for the year. To determine whether you should receive a 1099-INT, find your year-to-date interest earned at the bottom of your December statement. | You should receive this document in the mail. You may also request this form at any UFCU location, or log in to Online Banking, and choose My Accounts » Statements & Documents »Tax Statements. On the Mobile app, tap account » tap statements » tap tax statement |
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs | If you received a distribution from your UFCU retirement account, amounting to $10 or more during the previous tax year, you can expect to receive a copy of Form 1099-R. To determine whether you should receive a 1099-R, find your distribution total on the bottom of your end of year statement. | You should receive this document in the mail. You may also request this form at any UFCU location, or log in to Online Banking, and choose My Accounts » Statements & Documents »Tax Statements. On the Mobile app, tap account » tap statements » tap tax statement |
| 5498 | IRA Contribution Information | This form reports deductible and nondeductible contributions, conversions, re-characterizations and rollovers you make to your UFCU Individual Retirement Account (IRA) during a given tax year. | You should receive this document in the mail. You may also request this form at any UFCU location, or log in to Online Banking, and choose My Accounts » Statements & Documents » Tax Statements. On the Mobile app, tap account » tap statements » tap tax statement |
| W-9 | Request for Taxpayer Identification Number and Certification | This form is triggered when UFCU has been informed by the IRS that a social security number is missing or does not match their records. | You should receive this document in the mail. |
| W-8BEN | Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) | This form is used to record foreign taxpayer identification information for Members who are the beneficiaries of interest earnings reported to the IRS. Any Members who are foreign to the US and do not have a social security number must complete this form. Members who need this form can complete it with the help of a UFCU representative when opening a UFCU account. | You should receive this document in the mail, or you may have been given this document when you opened your UFCU account. |
1 Neither UFCU nor CUSO Financial Services, L.P. ("CFS") provides tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.