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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 Online*
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  

*Availability date for online forms may differ from mailed by date.

  • If total interest on your mortgage(s) in 2018 is less than $100, a 1098 will not be issued
  • If total dividends on your account(s) in 2018 is less than $10, a 1099 will not be issued
  • Your December 2018 statement provides the total mortgage interest paid and dividends earned year to date (YTD)

Direct Deposit Refunds

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

  1. Routing Number: 275079714
  2. Account Number
  3. 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
    • 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 cases*)
      • 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
      • *All merger and business accounts should only use the Online Banking or printed check options above.

Frequently Asked Questions

What is Landmark Credit Union’s Tax ID?

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When are tax-forms mailed to members?

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What is a form 1099INT and when should I receive it?

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Are there any tax documents available online?

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If I have E-Statements will I still receive paper copies of my tax statements?

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When will I receive tax info on my home equity or mortgage loan?

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