2023 tax information — plus an exclusive TurboTax discount
It’s tax time, and Patelco is here to help. We’re making your tax documents available online, plus answering your most popular tax questions.
Find your tax documents in Patelco Online™
1099-INT statements will be ready by January 31, 2024 (or earlier if you get an email telling you that your tax documents are ready).
Only members who earned more than $10 in interest with Patelco during 2023 will receive a 1099-INT statement from Patelco for 2023. As a reminder, Patelco’s Payer ID number is 94-0755684.
If you are receiving a 1099-INT statement, on January 31, 2024, log in to Patelco Online™ and tap or click on the account that earned interest. Select the Statements & Documents tab, and then look in the middle of the page for the Tax Reports tab. (You will only receive a 1099-INT statement if you earned $10 or more in interest with Patelco during 2023.)
If you're looking for tax documents besides 1099-INT statements, check out our updated Tax Time FAQs.
Get your TurboTax discount
As a Patelco member, you get an exclusive discount with TurboTax — get your discount now.
More questions?
For questions about everything from refund checks to direct deposit, refer to our updated Tax Time FAQs.