When and how do I receive tax forms such as a 1099?

IRS tax forms will be prepared and mailed to our members by January 31. Tax forms are not currently available in the online platform. If you have not received your tax forms by the end of the second week of February, please contact us either through Live Chat or by calling Member Services at 336.774.3400 or 800.782.4670.

Note: Tax form 1098 is only mailed to members who have paid more than $600.00 in interest to their Equity loan during the previous tax year. Tax form 1099 is only mailed to members who have earned more than $10.00 in dividends in a deposit account during the previous year.