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Tax Forms | What You Need to Know

Tax Forms

Truliant members currently signed up for Digital Statements & Documents have access to most of your tax forms in Online Banking and the Tru2Go® App (exception is FICS Mortgage forms).
Truliant members that are not signed up for Digital Statements will have your tax forms mailed to you.
There are many benefits when you sign up for online banking and opt in to Digital Statements & Documents:

  • Immediate access to your statements, notices and tax forms
  • Eliminates waiting for mail

To access Digital Statements & Documents, log into Online Banking and select 'Statements & Documents' under 'Additional Services'. In the Tru2Go® app select the 'More' menu.

Tax Forms:

  • 1098 Mortgage Interest Statement: Mailed to members by the end of January to report the previous year interest paid.  A member must pay at least $600 in interest before a 1098 Mortgage Interest Statement is generated. *
  • 1099 INT: Mailed to members by the end of January to report the previous year dividend earnings. A member must earn at least $10.00 in dividends and/or receive a certificate penalty before a 1099 INT is generated.
  • 1099 R: Mailed to members by the end January to report the previous year Traditional and Roth IRA withdrawals.
  • 1099 Q: Mailed to members by the end of January to report the previous year Coverdell ESA withdrawals.
  • 1099 SA: Mailed to members by the end of January to report the previous year HSA withdrawals.
  • 5498: Mailed to the members by the end of May to report the previous year IRA deposits.
  • 5498 SA: Mailed to the members by the end of May to report the previous year HSA deposits.
  • 5498 ESA: Mailed to the members by the end of April to report the previous year Coverdell ESA deposits.

*If the member has not received a 1098 Mortgage Interest Statement, because they did not pay $600 or more in interest, they can still report the amount they did pay, which is listed on their December 31 statement.

Truliant does not offer generic tax forms at a branch or as a download. Generic tax forms can be downloaded at IRS.gov.
 
Truliant Numbers:
Federal Tax ID –56-0582032
NC State Tax ID –00034000757
Routing –253177832