2025 Tax Toolkit

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12.23.25

2025 Tax Toolkit


We've made tax planning and filing easy for you. Use this Tax Filing Toolkit to guide you through the process.
2025 Tax Filing Toolkit

Save on TurboTax and H&R Block this tax season. As a Provident Credit Union member, you can save big on tax prep with exclusive member discounts. Plus, enter for a chance to win $10,000 from Love My Credit Union Rewards. Log in or sign up to lock-in your member discount. Visit taxservices.lovemycreditunion.org today.
 

Tax Solutions and Savings for Members


2025 PROVIDENT TAX DOCUMENTS

Your 2025 Provident tax documents will be available before or by the dates in 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 N/A
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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