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Park View Federal Credit Union Tax Document Guide

June 5, 2026inFinancial Education

A man sits at a wooden table using a laptop displaying a financial management webpage with tabs like "eDocuments." Glasses lie beside the laptop.

Each year, Park View Federal Credit Union provides IRS tax documents to eligible members, including Forms 1098, 1099, and 5498. These forms report items such as mortgage interest paid, dividends earned, and certain retirement or health savings account activity. Here’s what to expect and how to access your documents when tax season arrives.

How Park View Delivers Tax Documents

How to Access Your Electronic Tax Documents

To view your electronic tax documents:

Log in to Online Banking or the Park View mobile app.
Navigate to Statements.
Select View.
Scroll down to locate available eTax Forms.

From there, members can view, download, or print available tax documents associated with their account.

What You Need to Know About Your Tax Documents

Before filing taxes, there are a few helpful details to keep in mind:

If less than $10 in dividends was earned during the tax year, an IRS dividend-reporting form will not be issued.
For joint accounts, tax forms are typically available only under the primary account holder’s online banking profile.
IRA and HSA tax forms are mailed and do not appear in online or mobile banking.

Need a copy of your Park View tax documents?

Park View provides tax documents at no cost. If you need an additional copy, contact us or stop by a branch for assistance.

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Direct Depositing Your Tax Refund

To have your tax refund deposited directly into your Park View account, you'll need to provide our routing number and your account number when filing.

Park View FCU’s routing number: 251480806

To locate your full account number, log in to online banking or visit any Park View branch — a team member will be happy to help.

Questions About Tax Documents?

Members who have questions about tax-related forms connected to their Park View accounts are encouraged to contact Park View directly. While Park View employees cannot provide tax advice, they can help members understand when documents are available and answer general account-related questions.

Frequently Asked Questions

Helpful Answers About Tax Documents at Park View

When will my tax documents be available?

What tax forms does Park View issue?

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.

Why haven’t I received a tax document from Park View?

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.

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