Tax Information

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

Tax Forms

Form NameReceived ForMailed ByOnline1
December 2022 StatementMembers of Landmark with an active accountArrived✔
1098Home Equity or Mortgage loan interest paidJanuary 31st✔
1099-IntDividends earned on deposit accountsJanuary 31st✔
1099-RIRA distributionsJanuary 31st✔
1099-SAHSA distributionsJanuary 31st✔
1099-QCoverdell Education Savings account distributionsJanuary 31st✔
5498IRA contributions and rolloversMay 31st✔
5498-SAHSA contributions and rolloversMay 31st✔
5498-ESACoverdell Educational Savings account contributions and rolloversMay 31st✔

Accessing Tax Forms

Through Digital Banking (online via browser)

  1. Log into Digital 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 to eDocs

  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. 

Mortgage Escrow Property Tax Payments

Month Taxes Were PaidDate Payment Was Issued
DecemberDecember 31, 2022
JanuaryJanuary 15, 2023

Direct Deposit Your Refund

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.

Tax Season FAQs

  • You can access your 1098 tax form within Digital Banking or the mobile app.

    Find your tax documents in Digital Banking by hovering over “Accounts” in the top navigation, clicking on “Statements and Documents” and then clicking on the “Tax Forms” tab.
  • You bet!

    Digital Banking Instructions
    • Log in to Digital Banking
    • Hover over "Accounts" in the top navigation
    • Click "Statements and Documents"
    • Select the "Tax Forms" tab
    Mobile App Instructions
    • Log in to the mobile app
    • Tap "More" in the bottom navigation
    • Expand the "Accounts" menu
    • Tap "Statements & Documents"
    • Tap "Tax Forms"
  • If you would like to change the month your tax payment is submitted or cancel your escrow account so you can pay your taxes directly, you will need to put the request in writing or fill out a new Tax Option Form. You can obtain this form by contacting us.
  • If you need a copy of your tax bill, you should contact your municipality directly. Landmark receives only the amount of the outstanding taxes and does not have a copy of the actual bill.
  • If you chose to escrow for taxes with Landmark, we obtain your real estate tax amount and pay the taxes directly to the municipality as they become due. Tax payments will be noted on your billing statement.
  • Members who earned more than $10.00 of interest during the year will receive a 1099 form in the mail. These forms are postmarked by January 31 of each year.

    If you are registered for eDocuments, you can obtain a duplicate copy via Digital Banking by hovering over "Accounts" in the top navigation, clicking on "Statements and Documents" and then clicking on the "Tax Forms" tab.
  • Landmark will pay the total property tax amount that is due. If the amount was more than the available escrow balance, the monthly payments to your escrow account would increase to cover the shortage over the next 12 months beginning in March. If you have an overage in your escrow account over $50.00, a check will be mailed to you by the end of January to mid-February.

    If you have additional questions, please contact us.
  • The IRS requires financial institutions to report the amount of interest paid to you in a calendar year. The form is mailed to you and postmarked by January 31 of each year. Please note, if the total interest paid to you is less than $10, a 1099INT will not be issued. You can find the total interest paid to you during the year on your December statement.
  • Landmark's Federal Tax ID number is 39-0203995.
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.