OnPoint has the online resources you need to help you complete your taxes this year. Finding your OnPoint tax-related documents and information is fast and easy.

For paper statements, your document will be postmarked by January 31, 2024.

For eStatements, just follow these simple steps:

• Log into Digital Banking from onpointcu.com or use the OnPoint Mobile app.
• Select eStatements from the main menu within Digital Banking any time on or after January 31, 2024.
• Click the Filter button.
• Tap the Filter By Category section and select Tax Statements.
• Click the Apply button.
• This will show all available Tax Statements for your accounts.
• Select your Tax Statement(s) that correspond to the 2023 tax year, which will display a statement date of 1/31/2024.

To obtain your YTD dividend and interest paid information prior to receiving your official tax forms, log into Digital Banking on or after January 1, 2024¹ and follow the instructions below:

• Select the account or loan from which you would like to view your dividend or interest paid information.
• Select the Details & Settings heading to display your “Prior YTD Dividends” (for a deposit account) or “Previous year-to-date interest amount” (for a loan account), which will reflect the 2023 total interest.²  

Earned Income Tax Credit–Do you qualify?

Hundreds of thousands of Oregonians are eligible but don’t know it—and could be missing out on a tax credit of up to $6,935. If your family income was less than $59,187 and investment income was under $10,300, you may be able to get this refund.

What if I didn’t make much money last year – do I still need to file taxes?

Even if you’re not required to file taxes based on your income level, you may be able to get a refund on taxes you paid during the year or through credits such as the Earned Income Tax Credit!

You can find general eligibility information and learn more here:
https://www.eitcoutreach.org/tax-credits/earned-income-tax-credit
IRS information:
https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit
Oregon Department of Revenue:
https://www.oregon.gov/DOR/programs/individuals/Pages/credits.aspx