Tax Season Is Here!Things you need to know about your credit union tax forms
If you're like 144 million other Americans,
then chances are you've probably started receiving the IRS forms
you need in order to file your annual individual tax return. If
you're lucky, you're among those expecting a hefty refund, and
you are hoping to get your return filed as quickly as possible.
Find Your Information Without Waiting on Forms:
If you don't want to wait on your tax forms, you can access most of your most important data by logging into Internet Teller. For share/savings type accounts, just click on the account name in the Account Center as if you were viewing your transactions. At the top of the screen, you will see "2013 Dividends". Remember you must have received $10 or more in dividends among all of your savings/checking/club/CD accounts in order to receive a 1099-INT.
For loan accounts, your 2013 interest is displayed at the upper-left portion of the transaction page.
If you still have questions about your tax forms, you may contact us via phone or Internet Teller's Communications Center. For questions regarding specific tax details, we encourage you to consult your tax adviser or the IRS website or telephone hotline.