Member Tax Forms

Members will be able to access their tax forms online via It’s Me 247, just like they do with regular member statements! For a small fee of $500/year you can sign up with the CU*Answers Imaging Solutions team, who will put your members forms online, as well as make them available to staff in CU*BASE.

Read brochure

Buy Member Tax Statements in the Store

A Simple and Affordable Way to Add Value for Members

Frequently Asked Questions

Who can sign up?
This is available to anyone utilizing CU*Spy for hosting their member statements or anyone who hosts their own statements and also leverages CU*Answers Imaging Solutions release management service.
When will tax forms be placed online?
When forms are available to send to the print vendors, they will also be placed online. This happens in late January with the exception of the 5498s, which are placed online at a later date. 1099MISC forms will not be available online.
I use eDOC to provide tax forms on my in-house server today. Can I use this instead?
Sure! If you’re subscribed to Imaging Solutions release management service, we’ll not only put them online for your members, but we’ll import them into your server. That’s a savings of $700 over eDOC’s pricing! Not subscribed to release management? Contact us to sign up and we’ll waive the fee for tax forms for the first year!
How long will you retain the forms online for members?
The forms will be accessible to staff and members for three years.
When and what forms?
The forms will be placed online when they become available to send to your print vendors. That happens mid-late January with the exception of 5498’s which are created in May. The following forms will be available to view:

  • 1098
  • 1099-C
  • 1099-R
  • 5498
  • 1098-E
  • 1099-INT
  • 1099-SA
  • 5498-ESA
  • 1099-A
  • 1099-Q
  • 5498-SA

NOTE: 1099-MISC forms will not be available online. It is not possible to display only certain types of tax statements or to shut off tax statements for individual members. When turning on tax forms it will be all tax forms listed for all members.

What does this service cost?
The price is $500 per year and is billed annually until your credit union elects to discontinue the service.

Ready to get started?

   

Sign up for Member Tax Statements Today!


Order Member Tax Statements

 

Updated
December 13, 2017

CU*Answers congratulates Mark Fierro on appointment as CEO of CUSO partner eDOC Innovations

Cooperative CUSO CU*Answers offers its congratulations to Mark Fierro, recently appointed as the new CEO of eDOC Innovations, a software development company specializing in mobile enterprise digital transaction management (mDTM®) solutions. Fierro served as eDOC’s interim CEO since November 2018, and previously as Executive Vice President/Chief Operations Officer. John Beauchamp, CU*Answers Vice President of Professional […]

Apr 11, 2019

CU*Answers congratulates Mark Fierro on appointment as CEO of CUSO partner eDOC Innovations

Cooperative CUSO CU*Answers offers its congratulations to Mark Fierro, recently appointed as the new CEO of eDOC Innovations, a software development company specializing in mobile enterprise digital transaction management (mDTM®) solutions. Fierro served as eDOC’s interim CEO since November 2018, and previously as Executive Vice President/Chief Operations Officer. John Beauchamp, CU*Answers Vice President of Professional […]

Apr 11, 2019

The 19.03 Imaging Solutions Release is Coming Soon!

The 19.03 Imaging Solutions Release is Coming Soon!

Online and Enhanced Online Vault Clients: mark your calendars for March 18, when you will receive the 19.03 Imaging Solutions Release. Release Managed Clients: we will be reaching out in the coming days to schedule your upgrade. Read the Imaging Solutions Release Summary   If you have any questions, please email us at imaging@cuanswers.com.

Mar 14, 2019

CU*Answers Imaging Solutions 19.03 release improves credit union’s internet retailer capability

The CU*Answers Imaging Solutions team announced it will release its 19.03 version on March 18, 2019. This release is packed with features to assist credit unions become internet retailers with their members. Most notably, the Imaging Solutions team has partnered with eDOC Innovations to make eDOCSignature™, eDOC’s remote signature capture product, more useful by including […]

Mar 6, 2019

Take Advantage of Our Enhanced Online Imaging Solutions!

Take Advantage of Our Enhanced Online Imaging Solutions!

Ready to up your internet retailing game?  Want to carry out business with your remote members, regardless of where their busy lives might take them?  Looking to do more than our basic online imaging solution provides for?  Check out the greater flexibility provided by our Enhanced Online Imaging Solutions, as well as other solutions including:… Read more »

Feb 7, 2019

Action Required: Archival Options Update for Your Credit Union

Action Required: Archival Options Update for Your Credit Union

ATTENTION ONLINE CREDIT UNION CEOS Attention Online Credit Unions that use CU*Spy: there are Archival Option Updates that are required of your credit union. CU*Answers Imaging Solutions will being archiving AP Invoices, Member Forms, and Photo IDs.  We will also be purging AP Invoices that are older than 18 months. Please review and complete the… Read more »

Jan 28, 2019

Still using Lutzwolf? Your TCD/TCRs will stop working on May 5!

Still using Lutzwolf?  Your TCD/TCRs will stop working on May 5!

As a reminder, at the end of 2017 CU*Answers announced that sales of the Lutzwolf TCD/TCR Middleware would be discontinued, and that CU*Answers would additionally be ending all support for the existing Lutzwolf middleware solution by April 30, 2019.  When the 19.05 Release is implemented in May, any machine that is still using Lutzwolf middleware… Read more »

Jan 14, 2019

TCD/TCR Middleware Support Ending April 2019 – Do You Have a Plan?

TCD/TCR Middleware Support Ending April 2019 – Do You Have a Plan?

As a reminder, at the end of 2017 CU*Answers announced that sales of the Lutzwolf TCD/TCR Middleware would be discontinued, and that CU*Answers would additionally be ending all support for the existing Lutzwolf middleware solution by April 30, 2019.  As of 4/30/19, any machine that is using Lutzwolf middleware for integration to CU*BASE will be… Read more »

Oct 19, 2018