2021 Tax Toolkit

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12.6.21

2021 Tax Toolkit


We've made tax planning and filing easy for you. Use this Tax Filing Toolkit to guide you through the process.
2021 Tax Filing Toolkit
Save on TurboTax® and H&R Block® This Tax Season

Credit union members can get special savings this tax season. Whether you file on your own with TurboTax or get help from an H&R Block tax pro, you’re guaranteed to get your biggest possible refund.

Get started today and save!

Visit https://taxservices.lovemycreditunion.org for TurboTax and H&R Block offer details and disclaimers.

Tax Solutions and Savings for Members

2021 PROVIDENT TAX DOCUMENTS

Your 2021 Provident tax documents will be available according to this schedule. In addition to being mailed, they will be available within online banking for members enrolled in e-Documents.

Form # Form Description Mail Date Online Forms Available
1099-INT Interest income statement Jan 31 Jan 31
1099-R Reported IRA distributions Jan 31 Jan 31
1099-Q Reported Coverdell ESA distributions Jan 31 Jan 31
1099-SA Reported HSA distributions Jan 31 Jan 31
1099-MISC Miscellaneous income Jan 31 N/A
FMV/RMD Fair market value of retirement account Jan 31 Jan 31
1098 Mortgage interest Jan 31 Jan 31
1098-HELOC Home Equity Line of Credit interest Jan 31 Feb 15
1042-S Foreign person's US source income subject to withholding March 15 N/A
1099-C Cancellation of debt Jan 31 Jan 31
5498-ESA Reported IRA Coverdell contributions April 30 April 30
5498 Reported IRA contributions May 31 May 31
5498-SA Reported HSA contributions May 31 May 31

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