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Truity Credit Union Blog > January 2020 > Mortgage Tax Forms Available Now

Mortgage Tax Forms Available Now

  • 1/9/2020

If you have a mortgage with Truity, your 1098 will be mailed to you by the end of January. To access your mortgage 1098 now through digital banking, follow these steps:

  1. Sign in to digital banking.
  2. Select your mortgage loan in the Accounts list. 
  3. Choose Manage Mortgages and you’ll be redirected to the Truity Mortgages screen.
  4. Select See Your Documents. If you haven’t enrolled for e-Docs, you’ll need to do that first.
  5. Print or save your 2019 Tax Document.

HELOC 1098s are unavailable at this time, but will be mailed out at the end of January.