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Tax Documents Mailing Schedule

2016 IRS tax forms will be mailed by these dates:

January 31

1098 – mortgage interest paid

1098-E – student loan interest paid over $600

1099-INT – account dividend income over $10 and/or redeemed bond interest income

1099-C – loan cancellation of debt

1099-Q – CESA (Education) IRA distributions

1099-R – Traditional, SEP, and Roth IRA distributions

5498 – Traditional, SEP, and Roth IRA contributions*

March 15

1042-S – account dividend income over $10 (paid to some non-resident aliens)

April 30

5498-ESA – CESA (education) contributions

Tax documents generated by SLFCU will also be available in CU@home® Online. Log in, click the Self Service tab, and look for the Tax Forms link in the Account Service box. If you're not yet enrolled for CU@home Online, you can enroll online.

IRA Contributions Deadline

Plan Extra Time to Provide Signature

If you are planning to make a 2016 IRA contribution in 2017, please allow ample time for SLFCU to generate the paperwork, obtain your signature, and process your transaction before the tax filing deadline.
Although SLFCU can collect IRS-required signatures electronically, it’s best not to wait until the tax filing deadline, when volume may be high.

*Please note that if you make a 2016 IRA contribution after this form is generated, SLFCU will send you another form in May, and your original 5498 form in CU@home will also be updated.

Last Updated: March 23, 2017

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