2020 tax information

It's tax time, and Patelco is here to help. We've made your tax documents available online, partnered with TurboTax to give you a discount and compiled answers to your most popular tax questions.

Find your tax documents in Patelco Online™
Log in to Patelco Online™ and select the ACCOUNTS widget. Select the Statements & Documents tab, and then look in the middle of the page for the Tax Reports tab.

Get your exclusive TurboTax discount
We're also offering our TurboTax discount, exclusively for Patelco members.

Watch our tax webinar
Our guest speaker Timothy Roscoe Carter, a Qualified Tax Expert, hosted our special tax webinar. In the recording, he talks about developments from 2020, including relief programs, unemployment and more. View the recording now on our webinars page.

More questions?
Refer to our updated 2021 tax article and our Tax Time FAQs for details.

 

Annual Meeting notice

Our Annual Meeting notice is now posted online. Please read the notice for more information, as well as review our 2021 Meeting Agenda, the most recent Meeting Minutes, our 2020 State of the Credit Union report, and our previous Annual Report.

Beware of calls and texts asking for your Patelco information

Members have recently reported receiving calls and texts, many appearing to come from Patelco’s 800 number. The fraudsters are asking members for personal information such as online banking User IDs and passwords, then stealing money from their accounts. Some of the texts and calls refer to confirming Zelle transactions, which you may or may not have made.

As a reminder, Patelco will never call or text and ask for:

• your online banking User ID

• your online banking password 

• your Member Number

• your full card number

• your card PIN, CVV or expiration date

If you receive a call or text asking for any of these, it is a scam. We may call or text to ask you if you have performed a transaction, but we will never ask you to confirm a transaction you didn't make, and we will never ask for any of the information listed above.

If you ever feel uneasy about a call you receive, hang up and call us at 800.358.8228.

Your stimulus payment status is online

If you're looking for your stimulus payment, the most up-to-date information is your account history. Log in to Patelco Online (using the login above) or our Mobile App to see if the IRS has provided your payment. Our team does not have additional information — so what you see in your account history is the most recent information available.

You can also check the status of your payment via the Get My Payment tool on the IRS website.