Tax Documentation Information/Timeline

The credit union sends tax documentation as required by the IRS. Those forms and dates include: 1098 – Mortgage Interest Payments on anything over $600 – 1/31, 1099-INT – Interest earned over $10 on a members account - 1/31, 1099-R – Made a distribution over $10 on a members’ IRA account – 1/31, 1099-Misc – Sent to new members that received a bonus or gift over $10 -1/31. Please call us at 402.472.2087 if you have questions.