Our staff has prepared the following tax documents for 2024:
1098 | Mortgage Interest Statement | Mortgage interest paid on conventional home improvement, home equity, or other qualifying loans | Due to IRS – February 28, 2025 | Due to Member – January 31, 2025 |
1099-INT | Dividend Income | Dividends paid on all deposit accounts (except IRAs) in excess of $10.00 | Due to IRS – February 28, 2025 | Due to Member – January 31, 2025 |
1099-R | IRA Distributions | Distributions from an IRA | Due to IRS – February 28, 2025 | Due to Member – January 31, 2025 |
5498 | IRA Information | IRA contributions and fair market value | Due to IRS – July 31, 2025 | Due 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.