two women review receipts and tax documents at laptop on kitchen counter

How to access year to date (YTD) tax information from your OnPoint accounts

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 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

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:
IRS information:
Oregon Department of Revenue:


  1. Dividend and interest paid information for 2023 found within Digital Banking will be accurate for 2023 tax purposes on January 1, 2024. Using information obtained before this date will not reflect total dividends for 2023. IRA & HSA Distribution information (1099-R & 1099-SA) are only available via eStatements or paper statements on or after January 31, 2024.
  2. Dividends for HSA, IRA and IOLTA accounts are not reportable. Interest paid on loans not secured by a primary residence are typically not reportable.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.



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