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.
