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2022 Year-End Information

2022 Tax Information

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 2022 Statement Members of Landmark with an active account Arrived
1098 Home Equity or Mortgage loan interest paid 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 2022 is less than $600, a 1098 will not be issued
  • If total dividends on your account(s) in 2022 is less than $10, a 1099 will not be issued
  • Your December 2022 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, 2022
January January 15, 2023

Accessing Tax Forms

Digital Banking (Online Via Browser)
  1. Log into Digtal Banking
  2. ​Click the Accounts menu
  3. Click Statements & Documents
  4. Click Tax forms tab

To view your statements, you need to subscribe to eDocs. If you are not subscribed, you will not see your Tax Forms.

To Subscribe
  1. Log into Digital Banking
  2. Click the Accounts menu
  3. Click Statements & Documents
  4. Click "Subscribe" button
  5. Accept the disclosure
Tax Forms and Notices are not available on the mobile app at this time. Only monthly account statements are available on the mobile app currently. 

Direct Deposit Refunds

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

Routing Number

Landmark Credit Union's routing number is 275079714.

Account Number

You can find your account number in the following places:

Digital Banking
  1. Log into Digital 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 "ACH 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 "ACH Number" is your account number
Printed or Online Statement

Your account numbers are listed on your monthly member statements.

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 Digital Banking, meaning it will not be accessible for viewing online.

Routing Number: 275079714
NMLS: 401043
NCUA Equal Opportunity Housing
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