2023 Tax Toolkit

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12.6.23

2023 Tax Toolkit


We've made tax planning and filing easy for you. Use this Tax Filing Toolkit to guide you through the process.
2023 Tax Filing Toolkit

Save on TurboTax and H&R Block this tax season and take advantage of special member discounts and expert tax help. Visit taxservices.lovemycreditunion.org today!

Tax Solutions and Savings for Members


2023 PROVIDENT TAX DOCUMENTS

Your 2023 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 Jan 31
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 28
1042-S Foreign person's US source income subject to withholding March 15 March 15
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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