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Year-End Information – 2020

It's tax time! In order to best serve our members during the upcoming tax season, we've compiled some commonly requested information.

Tax Forms

Form Name	Received For	Mailed By	Online¹
December 2020 Statement	Members of Landmark with an active account	January 31st	✔
1098	Home Equity or Mortgage loan interest paid	January 31st	✔
1099-S	Gross proceeds from the sale or exchange of real estate	January 31st	✔
1099-Int	Dividends earned on deposit accounts	January 31st	✔
1099-R	IRA distributions	January 31st
1099-SA	HSA distributions	January 31st
1099-Q	Coverdell Education Savings account distributions	January 31st
5498	IRA contributions and rollovers	May 31st
5498-SA	HSA contributions and rollovers	May 31st
5498-ESA	Coverdell Educational Savings account contributions and rollovers	May 31st

If total interest on your mortgage(s) in 2020 is less than $100, a 1098 will not be issued
If total dividends on your account(s) in 2020 is less than $10, a 1099 will not be issued
Your December 2019 statement provides the total mortgage interest paid and dividends earned year to date (YTD)

Mortgage Escrow Property Tax Payments

Month Taxes Were Paid	Date Payment Was Issued
December	December 31, 2020
January	January 15, 2021

Direct Deposit Refunds

Two pieces of information are needed to set up direct deposit into your Landmark account for your tax refund.

Routing Number: 275079714
Account Number
Location of your account number:
- Online Banking
  1. Log into Online Banking
  2. Click on the account name listed under "My Accounts" (left hand column)
  3. Click on "See Account Details"
  4. The ACH number is your account number for direct deposit
- Mobile App
  1. Log into mobile app
  2. Click on the account name you’d like the number for
  3. Click the "details" link
  4. The ACH number is your account number
- Your printed checks
  1. Refer to the numbers across the bottom of the check
  2. From left to right, locate the routing number, 275079714
  3. Your account number will be the next set of 10 digits to the right of the routing number
- General format (not in all cases²)
  - Your account number generally is your membership number followed by the sub-account suffix in a two digit format
  - Example
  - Member Number: 1234567
  - Checking Sub-Account Number: 2
  - Account Number: 123456702