Where can I find my OU Credit Union tax statements?
Depending on your IRS forms statement preference, you will receive them by paper mail or receive an email indicating they are available within your account.
The IRS 1098 and 1099 can be accessed via ComputerLine by clicking My Profile, followed by Tax Information. Within the mobile app, select the menu icon on the top left, then Statements.
Tax forms 5498 SA and 5498 ESA report contributions to HSAs and Coverdell ESAs, respectively. Forms 5498 and 5498 SA are available in ComputerLine and sent out via USPS in early May. Form 5498 ESA can be expected in late April.
The 1098 form is only issued if the amount of interest paid was $600 or more over the past year due to the IRS threshold. The 1099-INT is only issued if the amount earned was $10 or more.