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Your 2011 IRS Tax Forms

January 06, 2012 | Alliant Credit Union

Update: All forms are now available for download.

Your 2011 IRS forms for your Alliant accounts are now available to download through Alliant Online Banking. Please note that if you are receiving your statements online you will not be getting a copy of your tax forms in the mail.

Available for download:

  • 1098 Mortgage Interest - Home Equity/FICS
  • 1098-E Student Loan
  • 1099-INT Interest Income*
  • 1099-C Cancellation of Debt
  • 1099-Q Education Savings Account Distributions
  • 1099-SA HSA Distributions
  • 1099-R Traditional Roth, SEP Distributions

To access and download your forms in the new Alliant Online Banking, you must be enrolled in eStatements, then follow these steps:

  1. Select View Statements under Account Options in the right navigation
  2. Select View Statements
  3. Select Download next to the 2011 IRS form
  4. Repeat step 3 for each form being downloaded

Members that do not receive electronic statements will have their tax forms mailed by January 31, 2012.


* Tax forms available for dividends of $10.00 or more only.

 


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