Recent Patelco News
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It’s tax time, and Patelco is here to help. We’re making your tax documents available online, plus answering your most popular tax questions.
Find your tax documents in Patelco Online™
1099-INT statements will be ready by January 31, 2026 (or earlier if you get an email telling you that your tax documents are ready).
Only members who earned more than $10 in interest with Patelco during 2025 will receive a 1099-INT statement from Patelco for 2025.
If you are receiving a 1099-INT statement, on January 31, 2026, log in to Patelco Online™ select Accounts from the main menu, and then select Statements & Documents. Then choose the Tax tab. (You will only receive a 1099-INT statement if you earned $10 or more in interest with Patelco during 2025.)
If you’re looking for tax documents besides 1099-INT statements, check out our updated Tax Time FAQs.
Get your TurboTax and H&R Block discounts
As a Patelco member, you can save big on tax prep with exclusive member discounts. You can save 20% on TurboTax® or save up to $25 on in-office tax prep services from H&R Block, plus save even more with early-season pricing when you file by February 28.
More questions?
For questions about everything from refund checks to direct deposit, refer to our updated Tax Time FAQs.On June 29, 2024, there was a security incident that required Patelco to proactively shut down our day-to-day banking systems. On July 15, 2024, Patelco successfully restored core banking services and transactions. We created a webpage for the latest updates on our operations and service availability. Visit our Security Incident Information Center for details.
Being transparent to members about our financial health and how we fulfill our mission as a credit union is a priority for us. Be sure to explore our financial statements as well as our annual reports to learn more about our financial performance and our yearly recaps.
