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 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, 2023.
  • Select the membership for 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 (2022) and click Get Statement.

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, 20231 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 2022 total interest.2

Disclosures

  1. Dividend and interest paid information for 2022 found within Digital Banking will be accurate for 2022 tax purposes on January 1, 2023. Using information obtained before this date will not reflect total dividends for 2022. IRA & HSA Distribution information (1099-R & 1099-SA) are only available via eStatements or paper statements on or after January 31, 2023.
  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.

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