Taxes Frequently Asked Questions

Here is a full list of tax forms and their timelines:

Tax Form Tax Form Explanation IRS Deliverable Date
1099-INT Interest Income January 31
1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.  January 31
1099-Q Payments from Qualified Education Plan January 31 
1099-SA Distribution from HSA January 31
1099-MISC Miscellaneous Income January 31
1099-C  Cancellation of Debt January 31
1098  Mortgage Interest  January 31
1098-E  Student Loan Interest  January 31
1042-S  Foreign Person U.S. Source Income Subject to Withholding March 15
5498-ESA Coverdell Education Savings Account Contribution Information April 30
5498 IRA Contribution Information May 31
5498-SA  HSA, Archer MSA, or Medicare Advantage MSA Information May 31
  • You earned $10 or more in dividends from your account(s)
  • First Tech paid the dues to one of these associations on your behalf, Financial Fitness Association (FFA) or Computer History Museum (CHM), for one of the following: 
    • First Tech originated your loan in partnership with Happy Money or Splash Financial
    • First Tech purchased your loan from TCF acquired by Huntington Bank 
    • You purchased a vehicle through a dealership where the loan is provided by First Tech
    • First Tech assisted with the opening deposit for your new checking and/or savings account in one of our branches or online
    • Your mortgage loan in Oregon or California qualified for escrow impound dividend credit
    • You received a promotional payout for participating in a First Tech campaign
First Tech's Tax ID number (EIN) is 23-7062675.
Schedule a virtual appointment at firsttechfed.com/appointments
  • Click Schedule Virtual Appointment.
  • Select the applicable Program Type: Individual Retirement Account (IRA), Education Savings Account (ESA), then Continue.
  • Select the Appointment Type. Select IRA Transaction for assistance with an IRA contribution.
  • Select the desired date and time for an appointment with an IRA/HSA/ESA Specialist.
 
Enroll in electronic statements.
Yes