Elevations Tax Resources

Members have fast access to many tax forms online. Some tax forms are consolidated into one form which makes it easier to prepare your tax returns. 

To access your tax documents, please log in to online banking, click "eDocuments" and select "Tax Statements." Tax statements available in online banking include Form 1098 (Mortgage Interest Statement) and Form 1099-INT (Interest Income). You can also access Form 1098 through the Mortgage Portal in Online Banking.

Please note that if interest is less than $10, you will not receive a tax statement.

If you need access to additional tax statements, please call 800.429.7626 or visit a branch.

Important Tax Information

  • Prior year HSA contributions have to be done in person
  • IRA contributions and withdrawals have to be accompanied by a signature
  • The last day to make prior year HSA or IRA contributions is Tax Day, April 15, 2019

Individual Retirement Accounts (IRAs)

You can make an IRA contribution before the tax return deadline. Your IRA may be invested into an IRA Share (Savings) Account or an IRA Certificate. Check out the types of IRAs.  

Expecting a Tax Refund?

Get your refund faster with Direct Deposit.

Owe Taxes?

If you file electronically, you may pay your taxes by authorizing an electronic funds withdrawal from your savings or checking account. Federal and State governments do not accept tax payments from online bill pay services.

If you prefer, you can use your Visa credit card to make your Federal or State tax payments. See your tax form instructions or contact the following companies: 



Tax Filing Resources


Prepare, print and eFile your simple return for free with TurboTax Federal Free Edition. Get started now by logging into your Elevations online bank account or contact TurboTax for more information. Elevations members can save up to $15 on TurboTax Federal products!

Colorado NetFile

File your Colorado State Taxes online for free with Colorado NetFile. You may also use Telefile, Colorado's free telephone tax filing system.

Important Disclaimer: The use of TurboTax is governed by Intuit's software licensing agreement. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Elevations Credit Union. Intuit is solely responsible for the information, content and software products provided by Intuit. Elevations Credit Union has not been involved in the preparation of the content provided by Intuit and does not explicitly or implicitly endorse or approve such content. Elevations Credit Union cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Elevations Credit Union does not make any warranties with regard to the information, content or software products or the results obtained by their use. Elevations Credit Union disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the information or content furnished by Intuit.

Tax Forms

Dividends earned on accounts and U.S. Savings Bonds

Dividends earned on accounts for Non-Resident Aliens

Interest paid on Mortgages

Interest paid on home equity lines of credit (HELOC) and home equity loans

Interest paid on FHAP Guaranteed Loans

Distributions made from IRAs and HSAs

Contributions made to IRAs and HSAs

Visit https://www.irs.gov/ for reference or to download forms for your tax preparation.

For Prior Year IRA and HSA Contributions:

Visit a branch or call the Contact Center for information on how to make a prior year contribution.

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