Ace Tax Season


WE'VE GOT YOUR BACK THIS TAX SEASON.

Here's what you need to know.


        

1. THE WHEN

Tax forms are mailed to members in mid-January. 

P.S. If you don't receive a tax form by Feb. 28, please reach out to request another copy.





     

2. THE WHAT

Check out this table of tax documents you may receive from us in the mail.

You can also access tax forms in Online Banking if you receive eStatements. Once logged in, click eStatements in the menu, and scroll down to the eTax forms.



     

3. THE PRO TIP

Utilize the exclusive discounts our members get with TurboTax and H&R Block. 

Get Started

P.S. We always recommend consulting a tax advisor for tax advice.



Document Number    
Document Name   
Receive Method   
Receive By Date   

1098

Mortgage Interest StatementMailJan. 31

1099-INT

Interest IncomeMailJan. 31

1099-MISC

Miscellaneous IncomeMailJan. 31
1099-RDistributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.MailJan. 31

1099-SA

Distributions from an HSA, Archer MSA, or Medicare Advantage MSAMailJan. 31

5498

IRA Contribution InformationMailMay 31