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Year-End Information – 2020

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 "Account Details" drop down under account name 
      4. The Number is your account number
    • 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 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

1 Availability date for online forms may differ from mailed by date. While we make every attempt to make your interest statements available online, there are some unique situations where the notice cannot be loaded into Online Banking, meaning it will not be accessible for viewing online.

2 All merger and business accounts should only use the Online Banking or printed check options above.

Routing Number: 275079714
NCUA Equal Opportunity Housing

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