2023 Tax Documents
Our staff has prepared the following tax documents for 2023:
1098 Mortgage Interest Statement Mortgage interest paid on conventional home improvement, home equity, or other qualifying loans Due to IRS - February 29, 2024 Due to Member - January 31, 2024 1099-INT Dividend Income Dividends paid on all deposit accounts (except IRAs) in excess of $10.00 Due to IRS - February 29, 2024 Due to Member - January 31, 2024 1099-R IRA Distributions Distributions from an IRA Due to IRS - February 29, 2024 Due to Member - January 31, 2024 5498 IRA Information IRA contributions and fair market value Due to IRS - July 31, 2024 Due to Member - January 31, 2024 (for value of IRA)
& May 31, 2024 (for contributions)
Your December 2023 monthly statement contains the interest paid on your loans in 2023.
For more information or to request any of your tax documents, please contact us.