NOTICE: Our San Francisco branch is temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational. Click here for branch locations and hours.

  • 2019 Tax Statements

    When will I receive my 2019 tax forms?

    1099-INT and 1098 forms are issued based on IRS guidelines. Please review these guidelines to see if they apply to your specific financial situation. We will mail your tax forms by January 31. If you have not received them by February 15, please call us at (800) 553-0880. Please note: If you earned less than $10, you will not receive a tax statement.

    If you are enrolled in Online Banking and you meet the IRS guidelines, you can find your 1099-INT form by:

    • Logging in to Online Banking
    • Go to “Statements & Docs” in the menu
    • Select “Monthly & Tax Statements”

    Where do I find my 1098 form?

    If you meet the guidelines for receiving a 1098 form, you can sign into Online Banking, select your mortgage account and then select Statements & Docs. You'll find a link to your 1098 form under Monthly & Tax Statements.

    Where can I get a copy of my 1099R?

    You can pick up a copy of your 1099R by visiting any Tech CU branch location or by calling the Customer Contact Center at (800) 553-0880.

    How can I find the amount of interest earned in 2019?

    You can find the amount of interest earned in the previous year by logging into Online Banking and looking at your December statement. This information will also appear on your 2019 tax form.

    Will I receive a tax form for my solar loan?

    No, there are no tax forms for solar.

    Will I receive both an online statement and a paper one?

    If you signed up for eStatements, your tax statement is only available through Online Banking. If you did not, you will receive a paper statement mailed to the address we have on file.

    When will I receive tax form 5498 for my IRA or HSA account?

    These statements will be available in May 2020. To see contributions made in 2019, review your December 2019 statement.

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information