How to View Tax Forms Electronically on Mobile | First Tech Federal Credit Union

How to view tax forms electronically on a mobile device

Accessing your tax documents is a quick and easy process with Mobile Banking when you are enrolled in eStatements. If you are enrolled in eStatements, follow the guide below to get started. If you are not enrolled in eStatements, we strongly encourage you to enroll so you have quick and easy access to all your important banking documents.

Red box outlining the More tab in the bottom left. Red arrow pointing to the Dashboard dropdown. Red arrow pointing to the Statements link.

Step 1

Tap "More" on bottom menu bar, then tap on the "Dashboard" category. Tap "Statements & Tax Forms".

Step 1 of 4

Step 2

Tap on "Tax Forms".

Step 2 of 4

Screenshot of the Tax Forms important notice information. it reads, "Here you can access your tax forms, which will be available or mailed no later than January 31. Things to know about tax forms: -1099 INT forms are issued only when $10 or more in dividends or gifted funds is earned in a year. - Only the primary account owner can view tax forms online. - To view tax forms, select the appropriate tax form in the dropdown below to view the previous year's tax form. t If you're unable to find a tax form here, send us a secure message from the Message Center.

Step 3

Review the information at the top of the screen for important information regarding tax documents.

Step 3 of 4

Step 4

Scroll down to your January documents, where you'll find your tax forms for the previous year. Tap on any statement or tax form to view it on your mobile device.

While viewing a document, tap on the share control in the upper right of your screen to save it to your device or send it elsewhere (HINT: sending a document to yourself via email is a great way to save your tax documents for later reference).

Step 4 of 4