2022 Year-End 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.