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.

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

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

Attend our tax webinar
On March 10, our guest speaker Timothy Roscoe Carter, a Qualified Tax Expert, will host our special tax webinar. In this webinar, we’ll talk about general tax information along with new developments from 2020, including relief programs, unemployment and more. Learn more and sign up on our webinars page.

More questions?
Refer to the Tax Time FAQs for details.

 

Notice of Vacancies

Our annual Notice of Vacancies is now available. Please view it here.

Beware of spoofed calls

Several members have reported receiving spoofed calls 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.

As a reminder, Patelco will never call and ask for the following:

• your member number

• your full card number

• your card PIN, CVV or expiration date

• your online banking User ID

• your online banking password 

 

If you receive a call asking for any of these, it is most likely a scam. If you ever feel uneasy about a call you receive, hang up and call us at 800.358.8228.