Park View Federal Credit Union Tax Document Guide

IRS Forms 1098, 1099-INT, and 1099-SA are typically available by January 31 each year. If you elected electronic delivery, you'll find them in the statement viewer. If you receive paper statements, watch your mailbox around that time. IRS Form 5498 (for IRA and HSA contributions) is generally available by May 31 and will be mailed.

Park View issues several IRS forms depending on your account activity: 

• Form 1098 — Reports mortgage interest paid on a home loan.
• Form 1099-INT — Reports dividends earned on deposit accounts.
• Form 1099-R — Reports distributions taken from an IRA or retirement account.
• Form 1099-SA — Reports distributions taken from an HSA (Health Savings Account). 
• Form 5498 — Reports IRA or HSA contributions.

There are a few common reasons why you may not have received a tax form from Park View:

• If you earned less than $10 in dividends on your accounts during the year, IRS rules do not require us to issue a 1099‑INT. You may still have earned some dividends; the amount simply falls below the federal reporting threshold. You can confirm your year-to-date total by reviewing your December statement.
• If you receive eStatements, you will not receive a mailed tax document. Your tax forms will be available electronically in the Online and Mobile Banking Statement menu under eTax Form.
• Members enrolled in eStatements receive tax forms electronically instead of by mail.
• IRA and HSA tax forms are mailed only and will not appear in online or mobile banking.
• Form 5498 is issued in May, so it may not be available yet.