For members who receive monthly paper statements, you will receive your paper tax form(s) in the mail by postmarked by January 31^st. For those enrolled in eStatements you will not be mailed paper copies of your tax form(s).  All members can access electronic forms before January 31st online via e-branch (please note, these forms will not be accessible through the NHFCU Mobile App).

1099-INT tax form

You’ll receive a 1099-INT tax form if you’re the primary account holder and were paid a combined total of $10 or more in interest for all your deposit accounts, including closed accounts, during the relevant tax year. You will also receive a 1099-INT if your deposit accounts had any backup withholding, or if you took an early withdrawal from a CD before the maturity date.

1098 tax form

You’ll receive a 1098 tax form if you are the primary account holder on a Mortgage or Home Equity loan during the relevant tax year.

1099-R tax form

You’ll receive a 1099-R tax form if you took a distribution of $10 or more from an Individual Retirement Account (IRA) Savings or IRA CD, or your retirement account was escheated to the state, during the relevant tax year.

5498 tax form

You’ll receive a 5498 tax form if you made a contribution, conversion, recharacterization or rollover for an Individual Retirement Account (IRA) Savings or IRA CD during the relevant tax year. You’ll also receive a 5498 form if you made a contribution between January 1st and the tax filing deadline established by the IRS for the applicable tax year (usually April 15th).