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Your 2013 IRS Tax Forms Are Available Online

January 06, 2014 | Alliant Credit Union

Your 2013 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-C Cancellation of Debt
  • 1099-INT Interest Income*
  • 1099-Q Education Savings Account Distributions
  • 1099-R Traditional Roth, SEP Distributions
  • 1099-SA HSA Distributions

To access and download your forms in Alliant Online Banking, follow these steps:

  1. Select Statements & Tax Forms under Account Options in the right navigation
  2. Select Download next to the 2013 IRS form
  3. Repeat step 2 for each form being downloaded

Members who do not receive electronic statements will have their tax forms mailed by January 31, 2014.

 


* If total dividends earned on your Alliant savings account(s) in 2013 is less than $10, a 1099 will not be issued.
** If total interest on your Alliant mortgage(s) in 2013 is less than $600, a 1098 will not be issued.


© 2014 Alliant Credit Union. All Rights Reserved.

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