As we continue to balance our role as an essential service provider with the health of our employees and members, the ability to staff all of our branches is sometimes impacted. Our Milpitas, Palo Alto, San Francisco, and Sunnyvale branches will be temporarily closed effective December 2nd. As more members opt for non-face-to-face interactions, you may experience longer hold times when calling our Member Contact Center. We apologize for this inconvenience.
Click here for open branch locations and hours.
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:
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.
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.
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.
No, there are no tax forms for solar.
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.
These statements will be available in May 2021. To see contributions made in 2020, review your December 2020 statement.