Year to Date (YTD) Dividend and Other Tax Information

Year to Date (YTD) Dividend and Other Tax Information

OnPoint has the online resources you need to help you complete your taxes this year. Finding all your OnPoint tax-related documents and information is fast and easy with 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, 2020.
  • If requested, select the membership on which you would like to view the tax information.
  • Choose the tax form you need within the “Tax Documents” drop-down menu.

To obtain your YTD dividend and interest paid information prior to receiving your official tax forms, visit Digital Banking on or after January 1, 20201 and follow the instructions below:

  • Log into Digital Banking and select the account from which you would like to view your dividend or interest paid information.
  • Select the “Details” heading to view the account details. The Details will display your “Prior YTD Dividends” (for a deposit account) or “Prior Year Interest” (for a loan accounts) as the 2019 total.2

Disclosures

  1. Dividend and interest paid information for 2019 found within Digital Banking will be accurate for 2019 tax purposes on January 1, 2020. Using information obtained before this date will not reflect total dividends for 2019. IRA & HSA Distribution information (1099-R & 1099-SA) is only available via eStatements or paper statements on or after January 31, 2020.
  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.

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