Tax Information

Your DOLFCU Tax Information

When filing your tax returns, you may need two types of forms from DOLFCU:

  • Form 1099
  • Form 1098

Form 1099

If you need to show dividend earnings or other 1099 information and you receive paper statements your 1099 Form was included with your December Statement. You can also view your Form 1099 information through online or mobile banking.

  • Mobile App: Sign in and tap More in the bottom right of the screen, then tap eStatements.
  • Online: Sign in and click the My Documents at the top of the screen. Choose eStatements. The current tax year’s form will be listed to view or download. You can also locate your year-end tax information at the bottom of your December statement details.

Form 1098

Form 1098 (Mortgage Interest Statement) is helpful to show you paid interest, points or mortgage insurance premiums as you may be able to use these expenses as deductions.

  • Form 1098 will arrive by US Mail.