How to Get Your Tax Documents
You can easily get your 2017 tax documents, in Online Banking or through the mail.
- Getting Tax Documents if you have Electronic Statements (e-Statements)
If you have e-Statements, 1099s and 1098s are archived and available in Online Banking. First, log in to Online Banking and click on “e-Statements”.** Once you’re in Online Banking, click the tab for “Tax Forms” to view and/or print your document.
- Getting Tax Documents if you DO NOT have Electronic Statements (e-Statements)
We mailed tax forms to members not registered for e-Statements. Forms went to the mailing address we have on file.
Not registered for e-Statements yet? Log in to Online Banking. Click on the e-Statements tab** and complete the registration steps. That’s all it takes for you to make the most of this convenient service.
Please remember to list Freedom online banking as a trusted site to prevent pop-up blockers from blocking access to e-statements.
If you have any questions, please call us at 1-800-440-4120, or email [email protected]
**Please be sure to disable your browser’s pop-up blocker to ensure our e-Statements page will load successfully for you.
Guard Against IRS-Themed Scams
Tax season brings fraud. In one common scam a person pretends to be an IRS agent and threatens to arrest you if you don’t immediately pay a tax debt. Or scammers may claim you have a refund and need to provide your bank or credit card information to receive it. Scammer may contact you by phone, email, letter or online.
The IRS will never initiate contact with individuals by telephone, text messages, email or social media. If you get a call, email or text from someone claiming to be from the IRS it’s fraud.
- If you get a call from someone claiming to be from the IRS, hang up immediately.
- Don’t click on any links or content within an email claiming to be from the IRS. Delete it.
- Only sites that contain “www.irs.gov” URLs should be treated as legitimate. If you come across a non-irs.gov website, social media link or pop-up window, close it.
- If you have unresolved business with the IRS, call them directly at 800-829-1040.
For more information from the IRS read this IRS-themed scam alert. You can report scam calls by calling 800-366-4484, or report them online.
For information on current scams and alerts, read our Fraud Alerts page. Subscribe to the newsletter and alerts by clicking the link at the upper-right corner of the section.
Nov. 8, Free Lunch and Learn Seminar on Identity Theft!
Id Theft: Who’s Got Your Number?
What: Free Lunch and Learn Seminar on Identity Theft. Lunch provided!
Where: MedStar Health, Turner Community Room
When: Wednesday, November 8, 12:00–1:00 pm
Register Online Now!
Want to learn more about identity theft and how to protect yourself? Go our Fraud Alerts page for the latest information, and sign up for email news and alerts (see circled area below for where to click).