You can easily access your tax information in our online banking platform.
How to find your tax information:
If you are an e-statement user, log in to Online Banking, click Additional Services, and select Online Statements in the drop-down menu.
This will open your e-statement portal. Click on the Tax Form tab:
Below is a list of the tax forms Fortera provides.
These forms will be available by January 31, 2019, unless notated otherwise.
1099INT - any member who earned $10.00 or more in dividends
1098 - any member who has a Fortera Real Estate Loan and paid more than $600 in interest
1099R - any member who had an IRA withdrawal
5498 - any member who had an IRA contribution (form available May 31, 2019)
Fair Market Value Statement - any member who has an IRA account
Are you expecting a tax refund?
Direct deposit is the fastest and safest way to receive a tax refund.
You will need the Routing Number and your ACH Number.
Find your ACH Number: Log in to Online Banking. In My Dashboard, select the account you want your tax refund to be deposited into (Checking, Savings, etc) and click on Account Details.
If you have questions, please stop by any of our convenient branches or call us at 931.431.6800 or 800.821.5891.