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.

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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.

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Updated
December 13, 2017

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

CU*Answers Imaging Solutions announces $2,000 in prizes to Alabama Law Enforcement Credit Union and Frankenmuth Credit Union as winners in “eSignature explosion” contests

CU*Answers Imaging Solutions in partnership with eDOC Innovations announced today Alabama Law Enforcement Credit Union (Birmingham, AL) and Frankenmuth Credit Union (Frankenmuth, MI) as the winners in their “eSignature Explosion” contests. The contests ran for one year from October 1, 2017 until September 30, 2018 with $,2000 up for grabs and measured the number of […]

Oct 19, 2018

CU*Answers Imaging Solutions announces $2,000 in prizes to Alabama Law Enforcement Credit Union and Frankenmuth Credit Union as winners in “eSignature explosion” contests

CU*Answers Imaging Solutions in partnership with eDOC Innovations announced today Alabama Law Enforcement Credit Union (Birmingham, AL) and Frankenmuth Credit Union (Frankenmuth, MI) as the winners in their “eSignature Explosion” contests. The contests ran for one year from October 1, 2017 until September 30, 2018 with $,2000 up for grabs and measured the number of […]

Oct 19, 2018

CU*Answers Imaging Solutions announces 1st Street Credit Union as $1,000 prize winner in “My Virtual StrongBox Dash for Cash” contest

CU*Answers Imaging Solutions in partnership with Virtual StrongBox, Inc. announced 1st Street Credit Union (Sarasota, FL) as the winner in their “My Virtual StrongBox Dash for Cash!” contest. The contest ran for one year from October 1, 2017 until September 30, 2018, with a prize of $1000, and measured participating credit unions’ percent increase in […]

Oct 12, 2018

Congratulations to the Winners of the 2018 Imaging Solutions Contests!

Congratulations to the Winners of the 2018 Imaging Solutions Contests!

The 2018 Imaging Solutions Contests, which ran from October 2017 through September 2018, have now come to a close, and CU*Answers is pleased to announce our winners!     Race to be the 1st place eCloser – $10,000 prize for the winners of our Online Imaging Solutions Contest and our In House Imaging Solutions Contest:… Read more »

Oct 10, 2018

Join the Conversation: We Want Your Input on Teller Automation!

Join the Conversation: We Want Your Input on Teller Automation!

Has your credit union purchased ITMs or other Self-Service Kiosks?  Which firms are on your list of possible vendors?  Maybe you have interest in the option to leverage teller automation environments, but have been waiting for integration that connects it to CU*BASE?  Perhaps you have been advertising virtual tellers or have a teller tablet app… Read more »

Oct 3, 2018

Check Out the Current Results for the Ongoing Imaging Solutions Contests!

Check Out the Current Results for the Ongoing Imaging Solutions Contests!

For 2018, CU*Answers Imaging Solutions – in partnership with My Virtual Strongbox and eDOC Innovations – are running three exciting contests!  Winners will be announced in October 2018, but you can check out the current results by visiting the Imaging Solutions page of the CU*Answers website.  Or, click on the banner images below to check… Read more »

Sep 26, 2018

We Want Your Input on Teller Automation!

We Want Your Input on Teller Automation!

Has your credit union purchased ITMs or other Self-Service Kiosks?  Are you utilizing tablets as part of your member experience?  Maybe you have interest in the option to leverage teller automation environments, but have been waiting for Integration that connects it to CU*BASE? Help us build solutions for Teller Automation! Send us your strategic plan… Read more »

Aug 27, 2018

Check Out the Current Results for the Ongoing Imaging Solutions Contests!

Check Out the Current Results for the Ongoing Imaging Solutions Contests!

For 2018, CU*Answers Imaging Solutions – in partnership with My Virtual Strongbox and eDOC Innovations – are running three exciting contests!  Winners will be announced in October 2018, but you can check out the current results by visiting the Imaging Solutions page of the CU*Answers website.  Or, click on the banner images below to check… Read more »

Aug 21, 2018