NOTICE: Please note: Our San Francisco branch is temporarily closed due to flooding. We apologize for any inconvenience. The SF branch ATM remains operational. You may also visit our closest branch in Palo Alto at 490 California Ave. or do your banking through Tech CU’s Virtual Branch by clicking on the "Make an Appointment" button below. Tech CU’s Online Banking and Mobile Banking app are also available and all our ATMs are operational. If you have any questions, please don’t hesitate to reach out to us at (800) 553-0880.

  • 2020 Tax Statements

    When will I receive my 2020 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 2020?

    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 2020 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 2021. To see contributions made in 2020, review your December 2020 statement.

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(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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