2024 Tax Documents

tax documents

Our staff has prepared the following tax documents for 2024:

1098Mortgage Interest StatementMortgage interest paid on conventional home improvement, home equity, or other qualifying loansDue to IRS – February 28, 2025Due to Member – January 31, 2025
1099-INTDividend IncomeDividends paid on all deposit accounts (except IRAs) in excess of $10.00Due to IRS – February 28, 2025Due to Member – January 31, 2025
1099-RIRA DistributionsDistributions from an IRADue to IRS – February 28, 2025Due to Member – January 31, 2025
5498IRA InformationIRA contributions and fair market valueDue to IRS – July 31, 2025Due to Member – January 31, 2025 (for value of IRA) & May 30, 2025 (for contributions)

Your December 2024 monthly statement contains the interest paid on your loans in 2024.

For more information or to request any of your tax documents, please contact us.