Don't Want to Wait?
Are you an early filer who hates to wait? Self-serve options let you find your 2021 tax info early through GOLD Online Banking or your December account statements which will arrive before your official tax forms. If you are primary on more than one account, you may receive more than one tax form. Be sure that you have received all your tax forms, by mail or eStatements as applicable, before you file your taxes.
GOLD Online Banking
It's easy and convenient to look up your interest-earned tax information in GOLD Online Banking. 2021 information will be available starting January 1. Follow these step-by-step instructions:
1. Log into your GOLD Online Banking account with your username and password.
2. Once you're logged into your account, make sure the eGOLD tab is highlighted purple. Then, on the grey bar, click "Account Info.”
3. From there, your account information will appear. Please select each individual account you'd like to view from the dropdown menu. If you are primary on more than one account, you will need to log into each account separately to see any applicable tax information.
4. After you've selected the account you'd like to view, your current account information will pop up, which is where you'll be able to see the dividends paid in the previous year. For example, below is a sample of what to look for:
Whether you have eStatements or get paper statements in the mail, they'll arrive before official 1098 and 1099 tax forms do, but contain the tax info you need. Your December Member Statement will show year-to-date summaries for all your accounts, including interest paid and interest earned. Look for the MEMBERSHIP SUMMARY found on the first page of your statement. For interest earned, look for "Dividend Earned YTD" listed under deposit accounts. For interest paid, look for "Finance Charges YTD" listed on loan accounts. These sections are highlighted on the sample statement snippet shown below.