When will I receive my 1099/1098 tax form?

All tax forms are available in mid-January.

1099-INT forms are available for members who earned more than $10 in dividends during the calendar year.

1098 tax forms are available for members who paid more than $600 in mortgage-interest during the year.

If you're registered for eStatements then you also have access to important notices via eNotices; this includes your tax statements.

Plus, you can always find your dividends earned/interest paid on your December statement, as well as view it via Online Banking:

  1. Log in to Online Banking from https://www.inspiruscu.org
  2. Under the My Accounts tab, click the account/loan number you're interested in  
  3. Finally, click "See account details" in the box on the far-right, above "Other Services." Here, you'll find the year-to-date (YTD) tax information.