When will my 1098/1099 tax form be available?
1098 Mortgage Interest Statements (for a Home Equity Loan or HELOC) and 1099-INT tax statements are released every January and mailed to members. If you would like to access your tax statements electronically, follow the steps below:
To access your 1098/1099-INT on desktop:
1. Log in to online banking.
2. Access the Statements/Documents link located under the Accounts menu.
3. Select the Tax Forms tab.
To access your 1098/1099-INT on mobile:
1. Log in to mobile banking.
2. Select the menu icon at the bottom of the screen.
3. Access the Statements/Documents link located under the Accounts menu.
4. Select the Tax Forms tab.
Please note: If the yearly amount of interest you paid is less than $600.00, a 1098 Mortgage Interest Statement will not be generated. If the interest earned is less than $10.00, a 1099-INT tax statement will not be generated.
1098s for Quorum first mortgages are not available in online banking. For a first mortgage 1098 Mortgage Interest Statement, please log in to yourmortgageonline.com. If this is your first time accessing your loan online, you’ll need to click on Register to set up your online account access. You’ll need your loan number for this. (If you do not have your loan number, please reach out to our First Mortgage Servicing department by calling (800) 874-5544 and select the applicable options for the First Mortgage.)
*If you closed your Home Equity Loan or HELOC, please contact us for additional assistance.
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