SF Fire Credit Union

Contact SF Fire

Contact Center

Local (415) 674-4800 | Toll Free (888) 499-FIRE (3473)
7:00 a.m. to 8:00 p.m. (Pacific) Monday – Saturday

Branch Hours

8:30 a.m. to 6:00 p.m. (Pacific) Monday – Friday
8:30 a.m. to 3:00 p.m. (Pacific) Saturday

Latest News

Keeping you updated on what’s happening at SF Fire Credit Union.

Latest News & Firefighter's Corner

Tax Forms and Where to Find Them

It’s time to get ready for filing taxes. Here are the details you need to know about receiving or downloading tax documents for your deposit and loan accounts with SF Fire Credit Union. Keep in mind that not everyone will have tax forms generated, as it depends on factors such as the amount of interest earned on savings accounts or paid on a Home Equity Line of Credit.

1099-INT Forms For Savings Accounts

  • Mailed out by the end of January to your address on file.
  • Available in Online Banking after February 1st
  • Open your eDocuments tool
  • Select Tax Forms

If you have not accessed your eDocuments before, you’ll need to click the “Subscribe” button before you can access your forms.

  • If you took a withdrawal from one of these accounts in 2017, your tax forms (1099-R, 1099-SA, or 1099-Q) were mailed by the end of January to your address on file.
  • Available in Online Banking after February 1st
  • Open your eDocuments tool
  • Select Tax Forms

If you have not accessed your eDocuments before, you’ll need to click the “Subscribe” button before you can access your forms.

_Form 5498 for contributions will not be generated until later this spring, as you can make contributions for 2017 up until Tax Day. _

Home Equity Lines of Credit

  • Form 1098 was mailed to the address on file by January 31st.
  • Available in Online Banking after February 1st
  • Open your eDocuments tool
  • Select Tax Forms

If you have not accessed your eDocuments before, you’ll need to click the “Subscribe” button before you can access your forms.

Mortgages

  • Form 1098 was included with your regular monthly statement, mailed to your address on file at the beginning of January.
  • Available through Online Banking:
  • Open the Mortgage Details tool to launch the Loan Portal
  • Click on Loan Summary, then click on Loan History
  • Click on Statements and Documents
  • Select Document Center
  • Click “Continue” to be taken to the third-party site where these documents are stored.

Investments

  • For investments through CUSO Financial Services, all forms with complete information were mailed by January 31st.
  • Some forms requiring further information to generate will be mailed by February 15th, with additional mailings scheduled for February 28th and March 15th.
  • Any members who will not receive a 1099 by February 15th will receive a “pending 1099” document to inform you of the status, and you will receive this by the end of February.
  • Completed statements can be retrieved online by opening the Investment Services tool (available only in the Desktop version of Online Banking), clicking on your Investment account number, and then selecting Documents.