Year to Date (YTD) Dividend and Other Tax Information

« Back to blog
Year to Date (YTD) Dividend and Other Tax Information_young woman working on documents

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 with 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, 2021.
  • Select the membership on which you would like to view the tax information.
  • Choose the tax form you need within the “Document Type” drop-down menu. (If the membership selected did not require any tax forms, you will not see any tax statement options.)
  • Select the corresponding date (2020) and click “Get Statement.”

To obtain your YTD dividend and interest paid information prior to receiving your official tax forms, visit Digital Banking on or after January 1, 20211 and follow the instructions below:

  • Log into Digital Banking and select the account or loan from which you would like to view your dividend or interest paid information.
  • Select the “Details” 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 2020 total interest.2


  1. Dividend and interest paid information for 2020 found within Digital Banking will be accurate for 2020 tax purposes on January 1, 2021. Using information obtained before this date will not reflect total dividends for 2020. IRA & HSA Distribution information (1099-R & 1099-SA) is only available via eStatements or paper statements on or after January 31, 2021.
  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.

You are leaving OnPoint Community Credit Union.

The website you are about to visit is the responsibility of the party providing the site. Any transactions you enter into through this third-party site are solely between you and that vendor, merchant or other party. OnPoint’s Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of this site.

Cancel Accept