2024 Tax forms are now available electronically within Online and Mobile Banking. For Members who do not subscribe to eDocuments, 2024 Tax Forms will begin arriving by mail the week of January 26. If you are enrolled in eDocuments you will be able to view your tax forms electronically in Online and Mobile Banking. If you've opted in to receive eDocuments, simply log in and select Additional Services in Online Banking and More in Mobile Banking, then select eDocuments > eTax. Your available tax forms will appear under the eTax tab.  If you are not enrolled in eDocuments, your forms will arrive in the mail beginning the week of January 26.

Your 2024 Annual IRA Statement is also available electronically within Online and Mobile Banking.  For Members who do not subscribe to eDocuments, your 2024 Annual IRA Statement will begin arriving by mail the week of January 26.  Please note that if you are or will be turning age 73 in 2025 your Required Minimum Distributions (RMD) will be disclosed on your Annual IRA Statement. Your Annual IRA Statement will contain the Fair Market Value of your IRA. 

To view your statement electronically log in and select Additional Services in Online Banking and More in Mobile Banking, then select eDocuments > Annual IRA Statements. Your statement will appear under the Annual IRA Statement tab.

Please note Excite CU will be sending your 2024 IRA Tax Form 5498 – IRA Contribution and 5498 ESA in late April. The form will be sent either electronically if you are enrolled in eDocuments or mailed to you if you receive paper statements and form. This form is informational only and sent out each year before the end of May to you and the IRS to inform you and them of your prior year IRA Contributions.

You can find the amount of property tax paid from escrow in box 10 of the IRS Form 1098*. The amount is also located in online banking. From the accounts page, click on your mortgage loan, then click the expansion button for account details. The amount will be listed as escrow taxes