When will my tax forms be available?

Here’s a quick guide to when your tax forms will be available: 1099-INT Interest income January 31 1099-R Retirement account distributions January 31 1099-Q Education savings plan payments January 31 1099-SA Health Savings Account (HSA) distributions January 31 1099-MISC Miscellaneous income January 31 1099-C Canceled debt January 31 1098 Mortgage interest paid January 31 1098-E Student loan interest paid January 31 1098-VLI Vehicle loan interest statement January 31 1042-S U.S. income for foreign persons January 31 5498-ESA Education savings account contributions April 30 5498 IRA contributions April 30 5498-SA HSA/MSA contributions April 30

Why am I receiving a 1099-INT?

Most likely, you would have received a 1099-INT if you earned $10 or more in dividends from your First Tech account(s). However, there are several other reasons you may have received this form. These could include: First Tech paid dues on your behalf to the Financial Fitness Association (FFA), Computer History Museum (CHM, Reach out for Schools (ROFS) or New England Chapter (NEC) Your loan originated in partnership with Happy Money or Splash Financial 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

How do I withdraw funds from (distribute) or deposit funds (contribute) into an IRA/HSA/ESA?

Schedule a virtual appointment here: Schedule Appointment Follow these steps: Select ‘Retirement Accounts’ (includes: IRA/HSA/ESA) Select ‘Continue’ Click on the ‘Desired Account Type’ from list Virtual IRA/HSA Initial Set Up/Additional Account Virtual IRA/HSA/ESA Transaction Select ‘Continue’ Select appointment day and time that works for you Select ‘Continue’ Fill out the required information Select ‘Send Text Message’ (if text notifications are desired) Enter any related comments/questions in the required note box Click ‘Schedule It’ Note: The appointment will route to an IRA/HSA/ESA Specialist, and they will reach out to you at the appointment time.

Taxes Frequently Asked Questions | First Tech Federal Credit Union

Here’s a quick guide to when your tax forms will be available:

1099-INT	Interest income	January 31
1099-R	Retirement account distributions	January 31
1099-Q	Education savings plan payments	January 31
1099-SA	Health Savings Account (HSA) distributions	January 31
1099-MISC	Miscellaneous income	January 31
1099-C	Canceled debt	January 31
1098	Mortgage interest paid	January 31
1098-E	Student loan interest paid	January 31
1098-VLI	Vehicle loan interest statement	January 31
1042-S	U.S. income for foreign persons	January 31
5498-ESA	Education savings account contributions	April 30
5498	IRA contributions	April 30
5498-SA	HSA/MSA contributions	April 30

You can access your tax documents through First Tech’s digital banking platform. You can find them under the Statements & Tax Forms tab.

Most likely, you would have received a 1099-INT if you earned $10 or more in dividends from your First Tech account(s).

However, there are several other reasons you may have received this form. These could include:

First Tech paid dues on your behalf to the Financial Fitness Association (FFA), Computer History Museum (CHM, Reach out for Schools (ROFS) or New England Chapter (NEC)
Your loan originated in partnership with Happy Money or Splash Financial
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 04-2683316.

Schedule a virtual appointment here: Schedule Appointment

Follow these steps:

Select ‘Retirement Accounts’ (includes: IRA/HSA/ESA)
Select ‘Continue’

Virtual IRA/HSA Initial Set Up/Additional Account
Virtual IRA/HSA/ESA Transaction

Select ‘Continue’
Select appointment day and time that works for you
Select ‘Continue’
Fill out the required information
- Select ‘Send Text Message’ (if text notifications are desired)
- Enter any related comments/questions in the required note box
- Click ‘Schedule It’
Note: The appointment will route to an IRA/HSA/ESA Specialist, and they will reach out to you at the appointment time.

Yes.

Visit one of our Experience Centers or call our Contact Experience Center at 855.855.8805.

Members can find their year-to-date auto loan interest paid directly in digital banking by clicking ‘auto loan’, then ‘account details’ or in your December monthly statement.