Tax Documents Coming Soon

Your IRS 1098 and 1099 tax forms from Fortera Federal Credit Union will be available to you no later than January 31, 2025. If you receive e-statements, your forms will be available through Online Banking under the Additional Services tab. Click on Statements and choose the Tax Form tab to see your tax forms. Mortgage Interest Statements will also be accessible via Online Banking by clicking the My Mortgage link under the Loans tab.

You may also access both of these documents from within our Mobile Banking App by clicking the More button in the footer. To avoid a delay in receiving your tax forms, please make sure your email and mailing address are current.

Below is a checklist of documents you should collect to help get ready for filing your taxes. You will also need your Social Security Number and the numbers of your spouse, kids and any other dependents.

• Bank Account Statements
• Previous Year Tax Returns
• Income Info
• W-2 Forms
• 1099 Forms
• Charitable Donation Receipts
• Retirement Account Contributions