Tax Documents Mailing Schedule
2016 IRS tax forms will be mailed by these dates:
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*
1042-S – account dividend income over $10 (paid to some non-resident aliens)
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: January 27, 2017