When will I receive my tax forms?

New tax forms are available by January 31. For a period of 24 months, these forms will remain in Online Access under the Tax Information tab of each specific account. We do not offer IRA tax forms online at this time.

1099-INT Form

Real Estate Member

If the total amount of CU1 dividends associated with your social security number exceeds $10, you’ll receive a 1099-INT for each account on which you are the owner or joint owner. These separate 1099-INTs will detail the specific dividend amount earned by each CU1 account. If you are a paper statement user, your 1099-INT(s) will arrive by mail.

Tax documents for real estate may arrive by mail from our real estate servicing partner, Cenlar.


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Enjoy secure and organized access to CU1 documents such as your monthly statement, tax information, and additional letters of communication that you would normally receive from CU1 via paper mail.

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