When preparing your tax return, you'll be asked to include the amount of interest or dividends earned on your accounts. If your account earned $10 or more in dividends during the previous calendar year, a 1099-INT form will be issued for your account. Once available, you can access this form online by signing into ComputerLine, click on "My Profile," and then click on "Tax Information."
If you need to know the amount of dividends earned on your accounts prior to your 1099-INT form becoming available, you can view the dividends earned on your account for the previous calendar year by logging into ComputerLine, selecting "Manage," and then choosing the Yearly Summary option under Account Information and Research.
If your account did not earn a minimum of $10 in dividends in the previous calendar year, a 1099-INT form will not be created for your account for this tax year.
If you hold a mortgage with OU Credit Union and paid $600 or more in interest in the previous calendar year, a 1098 form will be available in ComputerLine. You can access this form by signing into ComputerLine, click on "My Profile," and then click on "Tax Information."