2016 IRS Tax Forms Now Available

IRS tax forms for dividends earned on shares and interest paid on real-estate secured loans were mailed to our members by January 31, 2017.

1098 – Mortgage Interest Statements were sent to members who have paid $600 or more in interest on real-estate secured loans.

1099-INT (Dividends Earned) forms were sent to members who have earned $10 or more in cumulative dividends on all non-IRA shares.

Electronic copies of these forms are available in KFCU Online Banking, but in different areas depending on the form type.

To retrieve a 1098 form on a first mortgage, click on Mortgage Loan under Loan Accounts to open the mortgage loan in question, and then click on Statements/Documents in the right side of the main navigation bar. Annual 1098 statements are available under the YE Form 1098/Mtg Int Statement sub-header.

1098s for home equity loans, home equity lines of credit, and additional mortgages, as well as 1099-INT forms can be accessed in KFCU Online Banking under Online Statements (click Additional Services and select Online Statements from the drop-down menu). All annual tax records can be found by choosing the appropriate account and December 2016 as the statement month – the records will be available for view/download under Tax Forms.

Tax Form Type How to View in KFCU Online
1098 (first mortgage) Click on Mortgage Loan under Loan Accounts
Click on Statements / Documents in the top navigation bar
Select YE Form 1098/Mtg Int Statement to display all available 1098 forms
1098 (additional mortgages, home equity loans, home equity lines of credit) Click on Additional Services > Online Statements
Choose which account you need records from
Choose December 2016 as the statement month
Records will be available under Tax Forms
1099-INT (dividends earned on non-IRA accounts) Click on Additional Services > Online Statements
Choose which account you need records from
Choose December 2016 as the statement month
Records will be available under Tax Forms

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